Mason G Miles
Investment adviser representative at Tanara Wealth Management LLC
13 yearsExperience
2 statesRegistered in
$1.1BFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Tanara Wealth Management, LLCApr 2026 to now
- Andina Capital Management, LLCMar 2025 to Apr 2026
- UnemployedNov 2024 to Mar 2025
- Fidelity InvestmentsMay 2023 to Nov 2024
- Full Time EducationFeb 2023 to May 2023
- WalgreensFeb 2022 to Feb 2023
- The Home DepotDec 2019 to Feb 2022
- StudentMar 2015 to Dec 2019
- Full Time EducationJan 2013 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Tanara Wealth Management LLC
$1.1BAssets managed
390Clients
7Advisers
Under 1 yearIn 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
- 7750075
- Firm CRD
- 340174