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Wendy H. Battey and Michael S. Battey, Ttees the Battey 2000 Trust Uad 2/28/2000 and Amended 9/9/2003

MemberEmerald Bay Wealth Management LLC

About Wendy H. Battey and Michael S. Battey, Ttees the Battey 2000 Trust Uad 2/28/2000 and Amended 9/9/2003

Wendy H. Battey and Michael S. Battey, Ttees the Battey 2000 Trust Uad 2/28/2000 and Amended 9/9/2003 is listed as Member at Emerald Bay Wealth Management LLC in Tahoe City, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Emerald Bay Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wendy H. Battey and Michael S. Battey, Ttees the Battey 2000 Trust Uad 2/28/2000 and Amended 9/9/2003 work?

Wendy H. Battey and Michael S. Battey, Ttees the Battey 2000 Trust Uad 2/28/2000 and Amended 9/9/2003 is listed as Member at Emerald Bay Wealth Management LLC on SEC Form ADV.

How much of Emerald Bay Wealth Management LLC does Wendy H. Battey and Michael S. Battey, Ttees the Battey 2000 Trust Uad 2/28/2000 and Amended 9/9/2003 own?

Form ADV reports a beneficial ownership band of 50-75%.

Emerald Bay Wealth Management LLC

TitleMember
Ownership50-75%
Control personYes
Since2022
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