Overview
Assets Under Management: $200 million
Headquarters: TAHOE CITY, CA
High-Net-Worth Clients: 32
Average Client Assets: $6.1 million
Frequently Asked Questions
EMERALD BAY WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160837), EMERALD BAY WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
EMERALD BAY WEALTH MANAGEMENT LLC is headquartered in TAHOE CITY, CA.
EMERALD BAY WEALTH MANAGEMENT LLC serves 32 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, EMERALD BAY WEALTH MANAGEMENT LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
EMERALD BAY WEALTH MANAGEMENT LLC manages $200 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, EMERALD BAY WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.58%
Average Client Assets: $6.1 million
Total Client Accounts: 238
Discretionary Accounts: 238
Regulatory Filings
CRD Number: 160837
Filing ID: 2075684
Last Filing Date: 2026-03-19 10:28:19