Samuel Lees
Tanager Wealth Management · London, United Kingdom
Samuel Lees 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 7777713 |
| Exams passed | Series 65 (2023) |
| Firm size | 47 employees |
| Disclosures | None reported |
| Website | www.tanagerwealth.com |
How Samuel'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 Samuel
Is Samuel Lees a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?
Samuel's firm, Tanager Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Samuel Lees based?
Samuel Lees is based in London, United Kingdom.
Is Samuel Lees registered with the SEC?
Yes. Samuel Lees is registered as an investment adviser representative in PA (CRD 7777713), 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 Samuel Lees?
Through Samuel'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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