Lake Tahoe Wealth Management Inc

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Assets, Funds, Holdings

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Lake Tahoe Wealth Management Inc
CRD #166173
SEC #801-108216
CIK #
AUM $191.6 MM (2024-03-19)
Employees 5 (60% Investors, 0% Brokers)
Phone855-515-5896
Address101 Parkshore Drive
Folsom, CA 95630
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
200160120804002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 149 29.3
(b) Individuals (high net worth individuals) 85 150.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 8 12.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 785 191.6
By Discretionary
Discretionary 732 168.2
Non-Discretionary 53 23.3
Total 785 191.6
By Non-United States Persons
Non-United States Persons 0.6
United States Persons 190.9
Total 785 191.6
Comparable Firms State AUM ($BB)
Talisman Wealth Advisors LLC
NJ 0.2
Octavia Investments LLC
NV 0.2
Griffiths Dreher & Evans PS CPAS
WA 0.2
Iwealth Financial LLC
MN 0.2
Prairie Rivers Investments LLC
IL 0.2
1492 Capital Management LLC
WI 0.2
Glass Wealth Management Co LLC
TX 0.2
Wealth Management Group of North America LLC
CT 0.2
Teramo Advisors LLC
FL 0.2
BCK Partners Inc
NY 0.2
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