# Tara Wealth

> Tara Wealth is a state-registered investment advisory firm in Raleigh, NC, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 8, 2026.

- CRD: 328427
- Filed as: TARA WEALTH
- Legal name: Tara Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328427
- AdvisorCensus page: https://advisorcensus.com/firm/tara-wealth-raleigh-nc-328427

## Quick answers

**How is Tara Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Tara Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tara Wealth located?**
Tara Wealth's principal office is in Raleigh, NC, according to its Form ADV.

**Is Tara Wealth registered with the SEC or a state?**
Tara Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328427.

**How much does Tara Wealth manage?**
Tara Wealth reports $13,395,135 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (100% discretionary).

**What types of clients does Tara Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (10).

**Does Tara Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328427

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,395,135
- Discretionary: $13,395,135
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $4,155,904 |
| High net worth individuals | 10 | $9,239,231 |

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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tarawealth.com
- Facebook facebook.com
- LinkedIn @tara-wealth-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tara Wealth (CRD 328427): Form ADV filing data as of October 2026.