Tanager Wealth Management

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Client assets under management

$1,324,608,166

Clients

801

45% high-net worth

Advisors

of 46 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

401

Very High

Average account size

$1,653,693

About

Tanager Wealth Management serves individual and high‑net‑worth clients, as well as trusts, charities, and retirement plans, providing discretionary portfolio management, financial planning, and recommendations of independent investment managers. The firm also offers access to charitable giving vehicles (donor‑advised funds) as part of its advisory services.

Investment decisions are implemented through an asset‑allocation framework with security selection grounded in fundamental analysis; accounts are actively managed and reviewed on a regular schedule and may include the use of margin in certain circumstances. The firm commonly places clients with independent managers when appropriate and continues to monitor those relationships alongside directly managed portfolios.

What distinguishes the firm from most peers is its substantial non‑U.S. client base and the operational accommodations that follow, including tax and billing practices that vary by client jurisdiction. The brochure also discloses that the firm facilitates donor‑advised funds through a related charitable vehicle and identifies that relationship as a potential conflict of interest that it monitors.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management General retirement planning Charitable giving & philanthropy

Fee options

Fixed

Fixed financial planning fee of $10,000

Percentage

$0 - $1,000,000: 1.50% total fee (1.25% annual fee + 0.25% Bespoke Beta Fee) $1,000,001 - $3,000,000: 1.25% total fee (1.00% annual fee + 0.25% Bespoke Beta Fee) $3,000,001 - $10,000,000: 1.00% total fee (0.75% annual fee + 0.25% Bespoke Beta Fee) $10,000,001 - $20,000,000: 0.75% total fee (0.50% annual fee + 0.25% Bespoke Beta Fee) $20,000,001+: 0.65% total fee (0.40% annual fee + 0.25% Bespoke Beta Fee)

Other

Minimum fee: $10,000 minimum annual fee for all clients Fee-only: Fixed fee of $10,000 for creating client financial plans (non-negotiable)

Most active in

California · Connecticut · Florida · Illinois · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 020 3965 6330

Advisors at this firm

Luke P

Series 65

Houston, TX

Tanager Wealth Management

Luke Papaelias is a financial advisor at Tanager Wealth Management with two years of industry experience. He has worked at several firms including Gessner Wealth Strategies, Cross Border Wealth, and Holborn Assets, and previously operated Papaelias Financial Solutions. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management and comprehensive financial planning. The firm’s investment approach focuses on asset allocation and fundamental analysis, tailoring portfolios to client objectives and reviewing them quarterly.

Wealth management General retirement planning Charitable giving & philanthropy

Kyle P

Series 65

Philadelphia, PA

Tanager Wealth Management

Kyle Pettigrove is a financial advisor at Tanager Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at Tanager since 2016, following two years at Wiley Group. Outside of finance, Pettigrove is a partner at Crowded Castle Brewing Company, where he assists with marketing and distribution. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management, independent manager recommendations, and comprehensive financial planning. The firm’s investment approach is based on asset-allocation models and fundamental analysis, with portfolios tailored to clients’ objectives and reviewed regularly.

Wealth management General retirement planning Charitable giving & philanthropy

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