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Lake Tahoe Wealth Management Inc
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CRD # | 166173 |
SEC # | 801-108216 |
CIK # | |
AUM | $191.6 MM (2024-03-19) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 855-515-5896 |
Address | 101 Parkshore Drive Folsom, CA 95630 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 149 | 29.3 |
(b) Individuals (high net worth individuals) | 85 | 150.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 8 | 12.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 785 | 191.6 |
By Discretionary | ||
Discretionary | 732 | 168.2 |
Non-Discretionary | 53 | 23.3 |
Total | 785 | 191.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.6 | |
United States Persons | 190.9 | |
Total | 785 | 191.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Talisman Wealth Advisors LLC
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|
NJ | 0.2 |
Octavia Investments LLC
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|
NV | 0.2 |
Griffiths Dreher & Evans PS CPAS
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|
WA | 0.2 |
Iwealth Financial LLC
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|
MN | 0.2 |
Prairie Rivers Investments LLC
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|
IL | 0.2 |
1492 Capital Management LLC
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|
WI | 0.2 |
Glass Wealth Management Co LLC
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|
TX | 0.2 |
Wealth Management Group of North America LLC
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|
CT | 0.2 |
Teramo Advisors LLC
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|
FL | 0.2 |
BCK Partners Inc
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|
NY | 0.2 |