Tanager Wealth Management Llp
- Regulatory AUM
- $1.6B
- Discretionary
- $1.4B
- Clients
- 1,052
- Avg AUM / client
- $1.5M
- Accounts
- 3,161
- Employees
- 47
AUM over time
Annual snapshots from Form ADV filings · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 443 | $205M | 12.8% |
| High net worth individuals | 358 | $1.1B | 69.8% |
| Pension and profit sharing plans | 1 | $78.4M | 4.89% |
| Charitable organizations | 1 | $12.8M | 0.8% |
| Other | 249 | $189M | 11.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The American School In London Foundation 403(b) Retirement Plan The American School In London Foundation | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kristopher Karr Heck | Managing Partner | Jul 2012 (14y) | 25% – 50% | |
| Eichhorn, Alexander, William Ripoll | Chief Compliance Officer | Feb 2013 (14y) | 25% – 50% | |
| David Gregory Costello | Partner | Sep 2015 (11y) | 10% – 25% | |
| Kyle William Pettigrove | Partner | Dec 2017 (9y) | 5% – 10% | |
| Abbas Riyaz Somji | Partner | CFP | Feb 2020 (6y) | 5% – 10% |
| Patrick C Mulhern | Partner | Nov 2020 (6y) | Less than 5% | |
| Susan Purcell Blaylock | Registered representative | CFP | Jan 2023 (4y) | |
| Samuel Robert Lees | Registered representative | Jul 2023 (3y) | ||
| Ieuan Lewis Evan Martin | Registered representative | Jun 2024 (2y) | ||
| Luke Paul Harrison | Registered representative | CFA | Nov 2024 (2y) | |
| Luke Andrew Papaelias | Registered representative | Mar 2025 (1y) | ||
| Benjamin Mark Phillips | Registered representative | Jan 2026 (1y) | ||
| Lewis Semakula | Registered representative | Mar 2026 (0y) | ||
| Adam Jacques Mitchell | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The American School In London Foundation 403(b) Retirement Plan | The American School In London Foundation | 116 | $66.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 935 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Pershing $1.2B (74% of AUM) Mar 2026
- Integrated Financial Arrangements Ltd $165M (10% of AUM) Mar 2026
- Nationwide Fund Distributors Llc $53.2M (7% of AUM) Feb 2024
- TradePMR $20.0M (3% of AUM) Feb 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗