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
210 Grove Street, Tahoe City, CA 96145
http://www.ebwm.com
By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • 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
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 Battey, financial advisor Tahoe City CA
Michael S. Battey
CRD#: 2952452
210 Grove Street, Tahoe City, CA 96145

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, financial advisor Tahoe City CA
Mary H. Sullivan
CRD#: 2242925
210 Grove Street, Po Box 5566, Tahoe City, CA 96145

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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