Abbas Riyaz Somji
Investment adviser representative at Tanager Wealth Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Tanager Wealth ManagementMar 2018 to now
- Valmark Securities, Inc.Jun 2013 to Feb 2018
- AltruistaJul 2011 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tanager Wealth Management
Legal name: Tanager Wealth Management LLP
$1.6BAssets managed
1,052Clients
13Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5957586
- Firm CRD
- 166084