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Lake Tahoe Wealth Management, Inc.

CRD 166173SEC# 801-108216
Export (members)
No longer SEC-registered. Lake Tahoe Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$257.2M
Employees
5
Accounts
971
Location
—

Lake Tahoe Wealth Management, Inc. assets under management

Lake Tahoe Wealth Management, Inc. is an investment advisory firm registered with the SEC. It reports $257.2 million in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Lake Tahoe Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Deborah Sue Grose ControlPresident, Ceo50-75%2020
Michael Barney Bono ControlChief Compliance Officer10-25%2025
Timothy Earl SalladeChief Investment Officer10-25%2014

Frequently asked questions

How much does Lake Tahoe Wealth Management, Inc. manage?

Lake Tahoe Wealth Management, Inc. reports $257.2 million in regulatory assets under management on its Form ADV.

How many employees does Lake Tahoe Wealth Management, Inc. have?

Lake Tahoe Wealth Management, Inc. reports 5 employees.

Does Lake Tahoe Wealth Management, Inc. disclose fund performance?

Lake Tahoe Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hoursBy Appointment
Discloses disciplinary historyNo

Assets under management

Discretionary$230.9M
Non-discretionary$26.3M
Total (RAUM)$257.2M