LAKE TAHOE WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$301,917,008
Discretionary
$269,910,258
Non-discretionary
$32,006,750
Firm details
- CRD number
- 166173
- SEC file number
- 801-108216
- Main office
- FOLSOM, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of May 2026.