WOOD TARVER FINANCIAL GROUP, LLC
Legal name: WOOD TARVER FINANCIAL
CRD #298793 SEC #801-114226 BOISE, ID 208-343-2001
SEC Registered
Total AUM
$390.3M
Discretionary
$390.3M
Employees
5
Clients
251
Accounts
1,429
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $390.3M | $390.3M | $0 | 5 | 0 |
| Mar 2025 | $390.3M | $390.3M | $0 | 5 | 0 |
| Nov 2024 | $357.2M | $357.2M | $0 | 5 | 0 |
| Jan 2024 | $357.2M | $357.2M | $0 | 5 | 0 |
| Jan 2023 | $280M | $280M | $0 | 4 | 0 |
| Nov 2022 | $285M | $285M | $0 | 4 | 0 |
| Aug 2022 | $285M | $285M | $0 | 4 | 0 |
| Jul 2022 | $285M | $285M | $0 | 4 | 0 |
| Jan 2022 | $285M | $285M | $0 | 5 | 0 |
| Dec 2021 | $227M | $227M | $0 | 5 | 0 |
| Mar 2021 | $227M | $227M | $0 | 5 | 0 |
| Jul 2020 | $180M | $180M | $0 | 5 | 0 |
| Jun 2020 | $180M | $180M | $0 | 5 | 0 |
| Mar 2020 | $180M | $180M | $0 | 5 | 0 |
| Mar 2020 | $180M | $180M | $0 | 5 | 0 |
| Feb 2020 | $150M | $121.7M | $28.4M | 5 | 25 |
| Dec 2019 | $150M | $121.7M | $28.4M | 5 | 25 |
| Apr 2019 | $150M | $121.7M | $28.4M | 5 | 25 |
| Mar 2019 | $150M | $121.7M | $28.4M | 5 | 25 |
| Nov 2018 | $0 | $0 | $0 | 2 | 0 |
| Nov 2018 | $0 | $0 | $0 | 2 | 0 |
| Oct 2018 | $0 | $0 | $0 | 2 | 0 |
| Oct 2018 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$390.3M
Discretionary$390.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$390.3M
Discretionary$390.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$357.2M
Discretionary$357.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$357.2M
Discretionary$357.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$150M
Discretionary$121.7M
Non-Disc.$28.4M
Employees5
Clients25
DateDec 2019
Total AUM$150M
Discretionary$121.7M
Non-Disc.$28.4M
Employees5
Clients25
DateApr 2019
Total AUM$150M
Discretionary$121.7M
Non-Disc.$28.4M
Employees5
Clients25
DateMar 2019
Total AUM$150M
Discretionary$121.7M
Non-Disc.$28.4M
Employees5
Clients25
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0