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Amanda L. Writer

WOOD TARVER FINANCIAL
Boise, ID 83702
Some features on this profile are disabled
CRD#: 6327402
AW

Professional summary

Amanda Leigh Writer, who also goes by Amanda Leigh Alexander, is a registered financial advisor currently at WOOD TARVER FINANCIAL located in Boise, Idaho.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Amanda has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amanda Leigh Alexander

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Leigh Writer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 9, 2021 - Present

WOOD TARVER FINANCIAL

Office #1: 1101 West River St. Ste 170, Boise, ID 83702
RIA
CRD#: 298793
Boise, ID
Past

June 27, 2016 - November 14, 2019

RW INVESTMENT MANAGEMENT LLC

RIA
CRD#: 282707
BOISE, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WT
WOOD TARVER FINANCIAL
KELLY WOOD FINANCIAL GROUP, LLC | WOOD TARVER FINANCIAL GROUP, LLC | WOOD TARVER FINANCIAL | WOOD FINANCIAL

CRD#: 298793 / SEC#: 801-114226

RIA
Registered Investment Advisory firm - (11/1/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(2/9/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/27/2016
Uniform Investment Adviser Law Examination

Current Firm

WT
WOOD TARVER FINANCIAL
KELLY WOOD FINANCIAL GROUP, LLC | WOOD TARVER FINANCIAL GROUP, LLC | WOOD TARVER FINANCIAL | WOOD FINANCIAL

CRD#: 298793 / SEC#: 801-114226

RIA
Registered Investment Advisory firm - (11/1/2018 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3232 E Barber Valley Drive, Boise, ID 83716
Mailing Address
Phone number
(208) 343-2001
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (3/10/2025)
ADV PART 2A (APPENDIX 1) (3/10/2025)

Regulatory assets under management

Total Number of Accounts1,429
AUM (Assets Under Management)$ 390,334,393

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WOOD TARVER FINANCIAL

CRD#: 298793Boise, ID 83702

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