Luke Andrew Papaelias
Investment adviser representative at Tanager Wealth Management
10 yearsExperience
2 statesRegistered in
$1.6BFirm assets
13 yearsFirm 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 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
10 years in the industry.
- Tanager Wealth Management, LLPFeb 2025 to now
- Gessner Wealth Strategies, LLCSep 2024 to Dec 2024
- Cross Border Wealth, LLCJul 2023 to Jul 2024
- Wealth Wise FzcoSep 2021 to Sep 2024
- Holborn AssetsFeb 2020 to Jun 2021
- Harrison Rowe Private WealthAug 2018 to Feb 2020
- Papaelias Financial SolutionsJan 2016 to Feb 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7792118
- Firm CRD
- 166084