Lake Tahoe Wealth Management, Inc.

Lake Tahoe Wealth Management, Inc. (CRD# 166173) is a financial advisory firm headquartered in , . They manage $191,579,509 in 785 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
https://www.youtube.com/channel/uciggx1ohljo8unhrdi5uawq?view_as=subscriber
By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    785
    ACCOUNTS
  • Average Account Value
    $244,050
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NC, NV, NY, TX

Financial Advisors at Lake Tahoe Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Ethan Green, financial advisor Folsom CA
Ethan A. Green
CRD#: 6633072
101 Parkshore Drive, Suite 100, Folsom, CA 95630

Ethan Green (CRD# 6633072) is an Investment Advisor Representative working at Lake Tahoe Wealth Management, Inc. in Folsom, CA and has 1 year of experience in the finance industry.

2
Deborah Grose, financial advisor Folsom CA
Deborah S. Grose
CRD#: 5659145
101 Parkshore Drive, Suite 100, Folsom, CA 95630

Deborah Grose (CRD# 5659145) is an Investment Advisor Representative working at Lake Tahoe Wealth Management, Inc. in Folsom, CA and has 1 year of experience in the finance industry.

3
Timothy Sallade, financial advisor Folsom CA
Timothy E. Sallade
CRD#: 4575512
Folsom, CA

Timothy Sallade (CRD# 4575512) is an Investment Advisor Representative working at Lake Tahoe Wealth Management, Inc. in Folsom, CA and has 1 year 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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