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| Happy Holidays!! thanks for using AUM13F!! |
| Lake Tahoe Wealth Management Inc
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|---|---|
| CRD # | 166173 |
| SEC # | 801-108216 |
| CIK # | |
| AUM | $257.2 M (2025-06-09) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 855-515-5896 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 44.9 |
| (b) Individuals (high net worth individuals) | 107 | 199.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 12.2 |
| (h) Charitable organizations | 6 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 971 | 257.2 |
| By Discretionary | ||
| Discretionary | 906 | 230.9 |
| Non-Discretionary | 65 | 26.3 |
| Total | 971 | 257.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 256.4 | |
| Total | 971 | 257.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Atlas Fiduciary Services Inc
✚
|
NH | 0.3 |
|
Vista Advisor Group LLC
✚
|
CA | 0.3 |
|
Swisher Financial Concepts Inc
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|
OH | 0.3 |
|
J Team Financial Inc
✚
|
TX | 0.3 |
|
ORBA Wealth Advisors LLC
✚
|
IL | 0.3 |
|
Shore Point Advisors LLC
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|
NJ | 0.3 |
|
Insight Strategic Wealth LLC
✚
|
TN | 0.3 |
|
Johnson Wealth Management LLC
✚
|
ND | 0.3 |
|
American Financial & Tax Strategies Inc
✚
|
NY | 0.3 |
|
IFS Advisors Inc
✚
|
FL | 0.3 |