Lake Tahoe Wealth Management

Trust Score 86%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Lake Tahoe Wealth Management, federally registered in 2016, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 4 advisors. Lake Tahoe Wealth Management manages $130.3 million and provides investment advisory services for 209 clients (1:53 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $150,000
Average Client Balance $623,361
Hybrid Advisor No
Disciplinary History No
Total AUM $130.3 million
Advisor / Client Ratio 1:53
SEC Filings Forms and Brochures    (CRD # 166173)
State(s) Registered CA, NV, NY, NC, TX

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