Lake Tahoe Wealth Management, Inc.

Lake Tahoe Wealth Management, Inc. (CRD# 166173) is a financial advisory firm headquartered in Zephyr Cove, NV. They manage $49,483,708 in 326 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $151,791
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
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, NC, NV, NY, SC, TX

Financial Advisors at Lake Tahoe Wealth Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Charles D. Capasso
CRD#: 5319437
Mount Pleasant, SC
96
Wealthminder
score

Charles Capasso (CRD# 5319437) is an Investment Advisor Representative working at Lake Tahoe Wealth Management, Inc. in Mount Pleasant, SC and has over 10 years of experience in the finance industry. Charles Capasso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard P. Dee
CRD#: 4567872
Stateline, NV
96
Wealthminder
score

Richard Dee (CRD# 4567872) is an Investment Advisor Representative working at Lake Tahoe Wealth Management, Inc. in Stateline, NV and has over 14 years of experience in the finance industry. Richard Dee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ethan A. Green
CRD#: 6633072
101 Parkshore Drive, Suite 100, Folsom, CA 95630
90
Wealthminder
score

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. Ethan Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Deborah S. Grose
CRD#: 5659145
101 Parkshore Drive, Suite 100, Folsom, CA 95630
90
Wealthminder
score

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. Deborah Grose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Timothy E. Sallade
CRD#: 4575512
Stateline, NV
90
Wealthminder
score

Timothy Sallade (CRD# 4575512) is an Investment Advisor Representative working at Lake Tahoe Wealth Management, Inc. in Stateline, NV and has 1 year of experience in the finance industry. Timothy Sallade has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
James R. Johnson
CRD#: 712954
101 Parkshore Drive, Suite 100, Folsom, CA 95630
86
Wealthminder
score

James Johnson (CRD# 712954) is an Investment Advisor Representative working at Lake Tahoe Wealth Management, Inc. in Folsom, CA and has over 22 years of experience in the finance industry. James Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.