LAKE TAHOE WEALTH MANAGEMENT, INC.
Adviser information for LAKE TAHOE WEALTH MANAGEMENT, INC. last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nevada, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 732 | $168.2M |
| Non-Discretionary | 53 | $23.3M |
| Total | 785 | $191.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 149 | $29.3M |
| HNW Individuals | 85 | $150.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 8 | $12.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesTEST DRIVE EDUCATIONAL SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-108216 |
|---|---|
| SEC ERA File Number | 801-108216 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166173 |
| Legal Entity Identifier | None |
Principal Office
101 PARKSHORE DRIVESUITE 100
FOLSOM
CA
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: 855-515-5896, Fax: 877-810-5027
Chief Compliance Officer
DEBBIE GROSE
PRESIDENT, CHIEF EXECUTIVE OFFICER
101 PARKSHORE DRIVE
FOLSOM
CA
United States
Tel:
855-515-5896
Fax:
877-810-5027
D*****@****************************M
(Full email address available in API data)
Regulatory Contact
TIM SALLADE
CIO
101 PARKSHORE DRIVE
SUITE 100
FOLSOM
CA
United States
Tel:
855-515-5896
Fax:
877-810-5027
T**@****************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GROSE, DEBORAH, SUE | Individual | – | PRESIDENT, CEO, CCO | 02/2020 | > 75% |
| SALLADE, TIMOTHY, EARL | Individual | – | CHIEF INVESTMENT OFFICER | 08/2014 | 10-25% |