TAR RIVER WEALTH PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$401,179,615
Discretionary
$259,542,797
Non-discretionary
$141,636,818
Firm details
- CRD number
- 328530
- SEC file number
- 801-129188
- Main office
- LOUISBURG, NC, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.