Be advised. This firm is no longer registered.

Tarfis Wealth Management

Tarfis Wealth Management (CRD# 137134) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $2,684,454 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $447,409
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Tarfis Wealth Management
No Advisor Found.
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