Adam Mitchell
Tanager Wealth Management · London, United Kingdom
Adam Mitchell is a fee-only financial advisor at Tanager Wealth Management in London, United Kingdom. Tanager Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Tanager Wealth Management |
|---|---|
| Based in | London, United Kingdom |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.60B across 3,161 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7484117 |
| Exams passed | Series 63 (2022) · Series 66 (2022) |
| Firm size | 47 employees |
| Disclosures | None reported |
| Website | www.tanagerwealth.com |
How Adam's firm compares
- Tanager Wealth Management's average account is about $508,000, from its Form ADV (assets managed divided by 3,161 accounts).
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Questions about Adam
Is Adam Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Tanager Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Tanager Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Adam Mitchell based?
Adam Mitchell is based in London, United Kingdom.
Is Adam Mitchell registered with the SEC?
Yes. Adam Mitchell is registered as an investment adviser representative in PA (CRD 7484117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tanager Wealth Management manage?
Tanager Wealth Management reports $1.60B across 3,161 accounts in assets under management.
How do I contact Adam Mitchell?
Through Adam's website, www.tanagerwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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