Wealth Manager
    SEC Registered
    Manages Private Funds

    Wood Tarver Financial

    Registered investment advisor · Boise, Idaho · CRD #298793

    Assets Under Management
    $489M
    Client Accounts
    1,537
    Employees
    5
    CRD Number
    298793
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wood Tarver Financial

    Wood Tarver Financial is a registered investment advisory firm based in Boise, Idaho, managing nearly $357 million in assets and offering investment advisory services. The firm specializes in investment management and banking.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wood Tarver Financial

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Wood Tarver Financial's AUM?

    Wood Tarver Financial reports approximately $489M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wood Tarver Financial headquartered?

    Wood Tarver Financial is headquartered in Boise, Idaho.

    What is Wood Tarver Financial's CRD number?

    Wood Tarver Financial's CRD number is 298793. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wood Tarver Financial manage?

    Wood Tarver Financial manages approximately 1,537 client accounts according to its latest SEC filing.

    Is Wood Tarver Financial SEC registered?

    Yes, Wood Tarver Financial is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Idaho

    The Caprock Group, LLC
    Boise, ID · $12.5B AUM
    Clearwater Advisors, LLC
    Boise, ID · $4.7B AUM
    Inspire Investing, LLC
    Meridian, ID · $4B AUM
    Continuum Advisory, LLC
    Eagle, ID · $1.9B AUM
    Rw Investment Management LLC
    Eagle, ID · $1.7B AUM
    Sherman Portfolios
    Coeur D'alene, ID · $1.6B AUM
    See all top RIA firms in Idaho →

    Research firms like Wood Tarver Financial at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial