Emerald Bay Wealth Management LLC

Emerald Bay Wealth Management LLC (CRD# 160837) is a financial advisory firm headquartered in Tahoe City, CA. They manage $25,893,418 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $647,335
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
Ross, CA
90
Wealthminder
score

Michael Battey (CRD# 2952452) is an Investment Advisor Representative working at Emerald Bay Wealth Management LLC in Ross, CA and has over 4 years of experience in the finance industry.

2
Mary H. Sullivan
CRD#: 2242925
Ross, CA
90
Wealthminder
score

Mary Sullivan (CRD# 2242925) is an Investment Advisor Representative working at Emerald Bay Wealth Management LLC in Ross, CA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.