Emerald Bay Wealth Management LLC
● SEC registered since 2025CRD 160837SEC# 801-132168Tahoe City, CA
Reg. AUM
$200.4M
Employees
2
Accounts
238
Location
Tahoe City, CA
Emerald Bay Wealth Management LLC assets under management
Emerald Bay Wealth Management LLC is an investment advisory firm registered with the SEC based in Tahoe City, CA. The firm has been registered since 2025. It reports $200.4 million in regulatory assets under management and employs 2 people.
Emerald Bay Wealth Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| M. Hannah Sullivan, Ttee M. Hannah Sullivan Revocable Trust Uad 12/18/2012 Control | Member | 50-75% | 2022 |
| Michael Seeligson Battey Control | Chief Compliance Officer | Under 5% | 2025 |
| Wendy H. Battey and Michael S. Battey, Ttees the Battey 2000 Trust Uad 2/28/2000 and Amended 9/9/2003 Control | Member | 50-75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Emerald Bay Wealth Management LLC manage?
Emerald Bay Wealth Management LLC reports $200.4 million in regulatory assets under management on its Form ADV.
How many employees does Emerald Bay Wealth Management LLC have?
Emerald Bay Wealth Management LLC reports 2 employees.
Where is Emerald Bay Wealth Management LLC located?
Emerald Bay Wealth Management LLC is based in Tahoe City, CA and has been SEC-registered since 2025.
Does Emerald Bay Wealth Management LLC disclose fund performance?
Emerald Bay Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 210 Grove Street, Tahoe City, CA 96145-5566 |
| Phone | 415-482-0117 |
| Fax | 855-887-3296 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$200.4M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$200.4Mregulatory AUM
Discretionary $200.4M