LAKE TAHOE WEALTH MANAGEMENT, INC. of FOLSOM, CA is an SEC-registered investment adviser (CRD 166173). Regulatory assets under management: $301.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| 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 | — |
| 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 |