# Tanager Wealth Management

> Tanager Wealth Management is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 166084
- Filed as: TANAGER WEALTH MANAGEMENT
- Legal name: Tanager Wealth Management LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166084
- AdvisorCensus page: https://advisorcensus.com/firm/tanager-wealth-management-london-166084

## Quick answers

**How is Tanager Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Tanager Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Tanager Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $10,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Tanager Wealth Management located?**
Tanager Wealth Management's principal office is in London, United Kingdom, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Tanager Wealth Management registered with the SEC or a state?**
Tanager Wealth Management is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166084.

**How much does Tanager Wealth Management manage?**
Tanager Wealth Management reports $1,604,440,422 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (90% discretionary).

**How have Tanager Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Tanager Wealth Management: Regulatory assets under management: $494,349,914 in the October 2021 data and $1,604,440,422 in the October 2026 data, up 225%. Total employees: 20 in October 2021 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tanager Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (443); high net worth individuals (358); other (249).

**Which custodians does Tanager Wealth Management use?**
Tanager Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC and Transact as custodians holding 10% or more of its separately managed account assets.

**Does Tanager Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166084

**What changed in Tanager Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 15 to 16.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Minimum annual fee: $10,000

> There is a minimum annual fee of $10,000 for all clients.

- Flat fee: $10,000 (creating client financial plans)

> The fixed rate for creating client financial plans is $ 10,000. The fees are not negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC
- Transact

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,604,440,422
- Discretionary: $1,443,373,954
- Non-discretionary: $161,066,468

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 443 | $204,755,511 |
| High net worth individuals | 358 | $1,119,852,655 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $78,380,558 |
| Charitable organizations | 1 | $12,828,124 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 249 | $188,623,574 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 47 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, IL, MA, NC, NJ, NY, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Chesterbrook, PA
- Houston, TX

### Websites listed on Form ADV (Item 1.I)
- tanagerwealth.com
- Facebook @TANAGERWEALTH
- LinkedIn @2787678
- X @TANAGERWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $494,349,914 | 20 | June 29, 2021 |
| October 2022 | $681,437,444 | 22 | September 20, 2022 |
| October 2023 | $752,763,572 | 27 | August 29, 2023 |
| October 2024 | $1,007,176,453 | 26 | September 3, 2024 |
| October 2025 | $1,259,359,198 | 27 | April 4, 2025 |
| October 2026 | $1,604,440,422 | 47 | July 22, 2026 |

Regulatory assets under management: $494,349,914 in the October 2021 data and $1,604,440,422 in the October 2026 data, up 225%.
Total employees: 20 in October 2021 and 47 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 15 to 16.

### April 2026
- Employees performing advisory functions went from 13 to 15.
- Regulatory assets under management went from $1,259,359,198 to $1,604,440,422 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tanager Wealth Management (CRD 166084): Form ADV filing data as of October 2026.