Lake Tahoe Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Folsom, CA. Its latest Form ADV filing, dated February 3, 2026, reports $302M in regulatory assets under management, 5 employees, 3 offices, and 1,005 accounts.
Assets Under Management
$302M
Employees
5
Offices
3 offices
Total Clients
328
Primary office
FOLSOM, CA
101 PARKSHORE DRIVE, SUITE 100, FOLSOM, CA, United States
Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
205
2
HNWI
33.2%
109
3
Charitable
2.7%
9
4
Pension Plans
1.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$302Mas of February 3, 2026
Discretionary89.4%
$270M
89% of total RAUM89.4%
Non-discretionary10.6%
$32M
11% of total RAUM10.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$302M
Total Accounts1,005
10Y AUM Change+$168M (+125.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee66:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.