Emerald Bay Wealth Management LLC
Emerald Bay Wealth Management LLC (CRD# 160837) is a financial advisory firm headquartered in Tahoe City, CA. They manage $103,027,088 in 147 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Emerald Bay Wealth Management LLC
By the Numbers
-
Total Assets Under Management103MILLION
-
Total Number of Accounts147ACCOUNTS
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Average Account Value$700,865
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Emerald Bay Wealth Management LLC
1
Michael Battey (CRD# 2952452) is an Investment Advisor Representative working at Emerald Bay Wealth Management LLC in Tahoe City, CA and has over 12 years of experience in the finance industry.
2
Mary Sullivan (CRD# 2242925) is an Investment Advisor Representative working at Emerald Bay Wealth Management LLC in Tahoe City, CA and has over 12 years of experience in the finance industry.
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