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MM

Mason G. Miles

TANARA WEALTH MANAGEMENT
LEHI, UT 84048
Some features on this profile are disabled
CRD#: 7750075
MM

Professional summary

Mason G Miles, who also goes by Mason Miles, is a registered financial advisor currently at TANARA WEALTH MANAGEMENT LLC located in Lehi, Utah.

Mason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mason has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mason Miles

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 Mason G Miles'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

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

April 9, 2025 - April 2, 2026

ANDINA FAMILY OFFICES

RIA
CRD#: 151762
LOGAN, UT
Past

March 31, 2025 - April 11, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BOSTON, MA
Past

November 18, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
VINEYARD, UT
Past

July 26, 2023 - November 19, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, 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

State Security Law Exam
RR
IAR
Series 66
Date: 11/10/2024
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/4/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/26/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/22/2023
Securities Industry Essentials Examination

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)
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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)

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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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