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| Keyboard |
| Lake Tahoe Wealth Management Inc
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|---|---|
| CRD # | 166173 |
| SEC # | 801-108216 |
| CIK # | |
| AUM | 301.9 M (2026-02-03) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 855-515-5896 |
| Address | 101 Parkshore Drive Folsom, CA 95630 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 51.7 |
| (b) Individuals (high net worth individuals) | 109 | 234.7 |
| (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 | 5 | 14.1 |
| (h) Charitable organizations | 9 | 1.3 |
| (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 | 1,005 | 301.9 |
| By Discretionary | ||
| Discretionary | 966 | 269.9 |
| Non-Discretionary | 39 | 32.0 |
| Total | 1,005 | 301.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 301.0 | |
| Total | 1,005 | 301.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Abbot Financial Management Inc
✚
|
MA | 303.0 M |
|
Albanyadvisor Group LLC
✚
|
NY | 302.8 M |
|
Wealth Management Consultants Colorado LLC
✚
|
TX | 302.5 M |
|
Access Financial Group Inc
✚
|
IL | 302.3 M |
|
Fai Advisors Inc
✚
|
MI | 302.0 M |
|
Core Financial Partners Inc
✚
|
CA | 301.7 M |
|
Seneschal Advisors LLC
✚
|
WA | 301.3 M |
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 300.6 M |
|
Transition Financial Advisors Group LLC
✚
|
300.6 M | |
|
Lifeinvest Wealth Management Ltd
✚
|
FL | 300.5 M |