TAR RIVER WEALTH PLANNING, LLC
CRD #328530 SEC #801-129188 LOUISBURG, NC 919-496-1511
SEC Registered
Total AUM
$370.3M
Discretionary
$240.3M
Employees
9
Clients
0
Accounts
1,326
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $370.3M | $240.3M | $130M | 9 | 1 |
| Mar 2025 | $370.3M | $240.3M | $130M | 9 | 1 |
| Apr 2024 | $328.6M | $229.1M | $99.5M | 9 | 1 |
| Mar 2024 | $220.2M | $220.2M | $0 | 8 | 1 |
| Dec 2023 | $0 | $0 | $0 | 8 | 0 |
| Nov 2023 | $0 | $0 | $0 | 8 | 0 |
DateDec 2025
Total AUM$370.3M
Discretionary$240.3M
Non-Disc.$130M
Employees9
Clients1
DateMar 2025
Total AUM$370.3M
Discretionary$240.3M
Non-Disc.$130M
Employees9
Clients1
DateApr 2024
Total AUM$328.6M
Discretionary$229.1M
Non-Disc.$99.5M
Employees9
Clients1
DateMar 2024
Total AUM$220.2M
Discretionary$220.2M
Non-Disc.$0
Employees8
Clients1
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0