Emerald Bay Wealth Management LLC

Emerald Bay Wealth Management LLC (CRD# 160837) is a financial advisory firm headquartered in Tahoe City, CA. They manage $40,116,823 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $978,459
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Emerald Bay Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael S. Battey
CRD#: 2952452
210 Grove Street, Tahoe City, CA 96145
93
Wealthminder
score

Michael Battey (CRD# 2952452) is an Investment Advisor Representative working at Emerald Bay Wealth Management LLC in Tahoe City, CA and has over 6 years of experience in the finance industry.

2
Mary H. Sullivan
CRD#: 2242925
Ross, CA
93
Wealthminder
score

Mary Sullivan (CRD# 2242925) is an Investment Advisor Representative working at Emerald Bay Wealth Management LLC in Ross, CA and has over 6 years of experience in the finance industry.

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