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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEITZ, JENNIFER, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEITZ, JENNIFER, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER | E | Control |
| WOOD, KELLY, AARON | I | MANAGING MEMBER | E | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| TARVER, ERIC, MARSHALL | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Aug 20, 2025 REGISTERED
Notice Filings (9)
AZ CA CO FL ID OR TX UT WA
Address
3232 E BARBER VALLEY DRIVEBOISE, ID 83716
United States
Phone: 208-343-2001