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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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