| Name | Title | Ownership | Since |
|---|---|---|---|
| M. Hannah Sullivan, Ttee M. Hannah Sullivan Revocable Trust Uad 12/18/2012 Control | Member | 50-75% | 2022 |
| Michael Seeligson Battey Control | Chief Compliance Officer | Under 5% | 2025 |
| Wendy H. Battey and Michael S. Battey, Ttees the Battey 2000 Trust Uad 2/28/2000 and Amended 9/9/2003 Control | Member | 50-75% | 2022 |
Emerald Bay Wealth Management LLC reports $184.2 million in regulatory assets under management on its Form ADV.
Emerald Bay Wealth Management LLC reports 2 employees.
Emerald Bay Wealth Management LLC is based in Tahoe City, CA and has been SEC-registered since 2025.
Emerald Bay Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 210 Grove Street, Tahoe City, CA 96145-5566 |
| Phone | 415-482-0117 |
| Fax | 855-887-3296 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $184.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $184.2M |