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| Keyboard |
| Emerald Bay Wealth Management LLC
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|---|---|
| CRD # | 160837 |
| SEC # | 801-132168 |
| CIK # | |
| AUM | 200.4 M (2026-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-482-0117 |
| Address | 210 Grove Street Tahoe City, CA 96145-5566 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 2.5 |
| (b) Individuals (high net worth individuals) | 32 | 195.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 238 | 200.4 |
| By Discretionary | ||
| Discretionary | 238 | 200.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 238 | 200.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.4 | |
| Total | 238 | 200.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Risk Management Group LLC
✚
|
MD | 200.5 M |
|
US Private Wealth LLC
✚
|
FL | 200.3 M |
|
Comprehensive Money Management Services LLC
✚
|
200.3 M | |
|
Laughlin Financial LLC
✚
|
IN | 200.2 M |
|
Thompson Capital Management LLC
✚
|
200.1 M | |
|
Chapman Investment Management LLC
✚
|
200.1 M | |
|
Radix Organization Inc
✚
|
NY | 200.1 M |
|
Genesis Wealth Advisors LLC
✚
|
MA | 200.1 M |
|
Allen Capital Management LLC
✚
|
WA | 200.0 M |
|
Hensler & Associates Wealth Management LLC
✚
|
MI | 200.0 M |