← Back to searchVisit website
EMERALD BAY WEALTH MANAGEMENT LLC
CRD 160837 · SEC 801-132168
210 GROVE STREET, TAHOE CITY, CA, 96145-5566, United States
Phone
415-482-0117
Fax
855-887-3296
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$200.4M
Discretionary AUM
$200.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersINVESTMENT CONSULTING, PORTFOLIO MANAGEMENT, ASSET ALLOCATION AND MANAGER SELECTION & MONITORING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.5M |
| High net worth individuals | 32 | $195.5M |
| Charitable organizations | 2 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD