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AG

Alex P. Graham

TANARA WEALTH MANAGEMENT
LEHI, UT 84048
Some features on this profile are disabled
CRD#: 7247089
AG

Professional summary

Alex Phillip Graham, CFP®, who also goes by Alex Phillip Grahm, is a registered financial advisor currently at TANARA WEALTH MANAGEMENT LLC located in Lehi, Utah.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Alex has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Phillip Grahm

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 Alex Phillip Graham'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

April 14, 2026 - Present

TANARA WEALTH MANAGEMENT LLC

Office #1: 3301 N Thanksgiving Way Suite 425, Lehi, UT 84048
RIA
CRD#: 340174
LEHI, UT
Past

September 20, 2022 - April 8, 2026

ANDINA FAMILY OFFICES

RIA
CRD#: 151762
LOGAN, UT
Past

November 5, 2020 - September 1, 2022

SEARCY FINANCIAL SERVICES, INC.

RIA
CRD#: 105807
Provo, UT
Past

November 5, 2020 - September 1, 2022

ALLOS INVESTMENT ADVISORS, LLC

RIA
CRD#: 155541
Provo, UT

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
Utah
(4/14/2026)

Exams

Current Firm

TW
TANARA WEALTH MANAGEMENT LLC
TANARA FAMILY OFFICES | TANARA WEALTH MANAGEMENT LLC

CRD#: 340174 / SEC#: 801-135541

RIA
Registered Investment Advisory firm - (3/12/2026 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3301 N Thanksgiving Way Suite 425, Lehi, UT 84048
Mailing Address
Phone number
(801) 653-0564
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (2 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

TANARA WEALTH MANAGEMENT DISCLOSURE BROCHURE (2/10/2026)
0

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

TANARA WEALTH MANAGEMENT LLC

CRD#: 340174Lehi, UT 84048

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