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Tyler Marc Thompson

Tanara Wealth Management LLC

Lehi, UT

CRD 7423184

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Employer firm

Tanara Wealth Management LLC CRD 340174

$1.09B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Tanara Wealth Management Llc

3301 N Thanksgiving Way Suite 425, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-14
  • UT RA
    APPROVED
    Since 2026-04-14

Branch Locations

3301 N Thanksgiving Way Suite 425, Lehi, UT 84048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baseball Player Highland UT 06/2011 06/2021
Andina Family Offices Lehi UT 06/2021 08/2021
Andina Capital Management, Llc Lehi UT 08/2021 04/2026
Tanara Wealth Management Llc Lehi UT 04/2026 Present
  • 06/2011 → 06/2021
    Baseball Player
    Highland, UT
  • 06/2021 → 08/2021
    Andina Family Offices
    Lehi, UT
  • 08/2021 → 04/2026
    Andina Capital Management, Llc
    Lehi, UT
  • 04/2026 → Present
    Lehi, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-29
  • S65 Uniform Investment Adviser Law Examination
    2021-09-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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