Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 03/18/2025
Other registrations (3)
Former registrations

EMERALD BAY WEALTH MANAGEMENT LLC

ADV Location TAHOE CITY, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 200,377,832 9%
of that, discretionary 200,377,832 9%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 841,924 -7%
% High Net Worth 80.00% 2%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

200M 172M 143M 115M 86M 57M 29M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees