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Luke A. Papaelias

TANAGER WEALTH MANAGEMENT
Houston, TX 77046
Some features on this profile are disabled
CRD#: 7792118
LP

Professional summary

Luke Andrew Papaelias is a registered financial advisor currently at TANAGER WEALTH MANAGEMENT located in Houston, Texas.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Luke has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Luke Andrew Papaelias'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

March 27, 2025 - Present

TANAGER WEALTH MANAGEMENT

Office #1: 24 Greenway Plaza Suite 546, Houston, TX 77046
RIA
CRD#: 166084
Houston, TX
Past

September 24, 2024 - December 4, 2024

GESSNER WEALTH STRATEGIES LLC

RIA
CRD#: 282667
HOUSTON, TX
Past

August 3, 2023 - June 27, 2024

CROSS BORDER WEALTH, LLC

RIA
CRD#: 288330
NEW YORK, NY

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".
TW
TANAGER WEALTH MANAGEMENT
TANAGER WEALTH MANAGEMENT | TANAGER WEALTH MANAGEMENT LLP

CRD#: 166084 / SEC#: 801-77494

RIA
Registered Investment Advisory firm - (1/8/2013 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
Pennsylvania
(3/27/2025)
IAR
Texas
(3/27/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/6/2023
Uniform Investment Adviser Law Examination

Current Firm

TW
TANAGER WEALTH MANAGEMENT
TANAGER WEALTH MANAGEMENT | TANAGER WEALTH MANAGEMENT LLP

CRD#: 166084 / SEC#: 801-77494

RIA
Registered Investment Advisory firm - (1/8/2013 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7th Floor, East Wing Vintners Place 68 Upper Thames Street, London, EC4V 3BJ
Mailing Address
The White House Mill Road, Goring On Thames, RG8 9DD
Phone number
020 3965 6330
Established
Firm type
Fiscal year end
# of Employees
45

SEC notice filing (11 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 (3/10/2026)

Regulatory assets under management

Total Number of Accounts3,161
AUM (Assets Under Management)$ 1,604,440,422

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

TANAGER WEALTH MANAGEMENT

CRD#: 166084Houston, TX 77046

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