Lake Tahoe Wealth Management, Inc.
CRD 166173SEC# 801-108216Folsom, CA
No longer SEC-registered. Lake Tahoe Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$301.9M
Employees
5
Accounts
1,005
Location
Folsom, CA
Lake Tahoe Wealth Management, Inc. assets under management
Lake Tahoe Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Folsom, CA. It reports $301.9 million in regulatory assets under management and employs 5 people.
Lake Tahoe Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Sue Grose Control | President, Ceo | 50-75% | 2020 |
| Michael Barney Bono Control | Chief Compliance Officer | 10-25% | 2025 |
| Timothy Earl Sallade | Chief Investment Officer | 10-25% | 2014 |
Frequently asked questions
How much does Lake Tahoe Wealth Management, Inc. manage?
Lake Tahoe Wealth Management, Inc. reports $301.9 million in regulatory assets under management on its Form ADV.
How many employees does Lake Tahoe Wealth Management, Inc. have?
Lake Tahoe Wealth Management, Inc. reports 5 employees.
Where is Lake Tahoe Wealth Management, Inc. located?
Lake Tahoe Wealth Management, Inc. is based in Folsom, CA.
Does Lake Tahoe Wealth Management, Inc. disclose fund performance?
Lake Tahoe Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Parkshore Drive, Suite 100, Folsom, CA 95630 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$301.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$301.9Mregulatory AUM
Discretionary $269.9MNon-discretionary $32M