# LAKE TAHOE WEALTH MANAGEMENT, INC.

LAKE TAHOE WEALTH MANAGEMENT, INC. of FOLSOM, CA is an SEC-registered investment adviser.

## Registration

- CRD: 166173
- Type: SEC-registered investment adviser
- SEC file number: 801-108216
- Location: 101 PARKSHORE DRIVE, SUITE 100, FOLSOM, CA, 95630
- Phone: 855-515-5896
- Latest filing: 2026-02-03
- Regulatory AUM: $301.9M
- Discretionary AUM: $269.9M
- Non-discretionary AUM: $32.0M
- Clients: 5
- Accounts: 1,005

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Michael Barney Bono | CHIEF COMPLIANCE OFFICER | — |
| Deborah Sue Grose | PRESIDENT, CEO | — |
| Timothy Earl Sallade | CHIEF INVESTMENT OFFICER | — |
| SALLADE TIMOTHY EARL | CHIEF INVESTMENT OFFICER | — |
| GROSE DEBORAH SUE | COO / CFO; PRESIDENT, CEO, CCO | — |
| DEE RICHARD PATRICK | PRESIDENT / CHIEF EXECUTIVE OFFICER / CCO | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 855-515-5896 |
| — | — | 1 | 855-515-5896 |
| — | — | 1 | 855-515-5896 |
| — | — | 1 | 855-515-5896 |
| — | — | 1 | 855-515-5896 |
| — | — | 1 | 855-515-5896 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166173/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166173/similar
- Related entities: https://search.stillhousedata.com/firm/166173/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166173

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.