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LAKE TAHOE WEALTH MANAGEMENT, INC.
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$257.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 230.9M |
| Non-Discretionary | 26.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 166173 |
| SEC Number | 801-108216 |
| Phone | 855-515-5896 |
| Fax | 877-810-5027 |
| Total Employees | 5 |
Client Count by Type (314 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 197 |
| High Net Worth Individual… | 107 |
| Charitable Organizations | 6 |
| Pension/Profit Sharing Pl… | 4 |
County data not available for this organization.