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Building 2EMERALD BAY WEALTH MANAGEMENT LLC

Map pinTAHOE CITY, CA
Phone415-482-0117
NotebookSEC #801-132168
Total AUM
$200.4M
Employees
2
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 GROVE STREET
TAHOE CITY
CA 96145-5566
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
415-482-0117

ReceiptFinancials

Total AUM
$200.4M
Accounts
238
Discretionary
$200.4M
Accounts
238
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$2.5M
HNW Individual Clients
32
AUM
$195.5M
Charitable Organization Clients
2
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING, PORTFOLIO MANAGEMENT, ASSET ALLOCATION AND MANAGER SELECTION & MONITORING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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