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Building 2LAKE TAHOE WEALTH MANAGEMENT, INC.

Map pinFOLSOM, CA
Phone855-515-5896
NotebookSEC #801-108216
Total AUM
$301.9M
Employees
5
Clients
328

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 PARKSHORE DRIVE
SUITE 100
FOLSOM
CA 95630
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
855-515-5896
Other Offices
3

ReceiptFinancials

Total AUM
$301.9M
Accounts
1,005
Discretionary
$269.9M
Accounts
966
Non-Discretionary
$32M
Accounts
39

ContactClients

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Individual Clients
205
AUM
$51.7M
HNW Individual Clients
109
AUM
$234.7M
Pension/Profit Sharing Plan Clients
5
AUM
$14.1M
Charitable Organization Clients
9
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TEST DRIVE EDUCATIONAL SERVICES & TAX SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNNCNJNVNYPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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