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Reed Alfred Wheless

TAR River Wealth Planning, LLC

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About Reed Alfred Wheless

Reed Alfred Wheless is an Investment Advisor Representative with Tar River Wealth Planning, LLC. Reed has been in the financial services industry for over 10 years. Reed is registered with the state of North Carolina as an Investment Advisor Representative. Reed's firm primarily serves high-net-worth individuals, charitable organizations, and corporations. They offer financial planning, portfolio management for individuals and businesses, and the publication of financial periodicals.

Firm Information

Reed Wheless is currently registered with TAR River Wealth Planning, LLC. TAR River Wealth Planning, LLC is an investment advisory firm based in LOUISBURG, NC that manages $328,597,476 in assets for 1,273 clients. The firm provides financial planning, portfolio management for individuals and businesses, and publishes periodicals. They have a strong focus on high-net-worth individuals, with 85 clients in this category managing $234,132,604 in assets. The firm also serves corporations, charitable organizations, and pension and profit-sharing plans.
TAR River Wealth Planning, LLC

109 N MAIN ST

LOUISBURG, NC 27549-9998

$328.60M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Reed Wheless’s Registration & Firm History

NC

05/31/2024 - Present

TAR River Wealth Planning, LLC (LOUISBURG NC)

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Licenses & Designations

IA

Issued 05/31/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Reed Alfred Wheless.
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