Adviser Profile
| As of Date | 03/20/2025 |
| Registration status | Registration Changed to EMERALD BAY WEALTH MANAGEMENT LLC |
| ADV Location | TAHOE CITY, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 184,248,287 79% |
| of that, discretionary | 184,248,287 79% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 907,627 30% |
| % High Net Worth | 78.38% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- 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
1
1
1
1
Private Funds
No private funds