Lake Tahoe Wealth Management Inc
Legal Name: LAKE TAHOE WEALTH MANAGEMENT, INC.
Other Info
Lake Tahoe Wealth Management Inc, also known as LAKE TAHOE WEALTH MANAGEMENT, INC, is a Nevada Corporation providing financial advisory services. The firm boasts of a small team of four all working in advisory roles and was last recorded as approved by the SEC on August 5, 2016. While it's unclear how many clients the firm serves, it continues to offer financial solutions to potential clients.
Lake Tahoe Wealth Management, Inc.
Lake Tahoe Wealth Management is a Fee-only Fiduciary Financial Planning Firm. Located in California, New York, Nevada, and South Carolina. Specializing with Retirement, Wealth Management, Investmentsments, Risk Management, and Estate Planning.
Lake Tahoe Wealth Management, Inc.
Lake Tahoe Wealth Management is a Fee-only Fiduciary Financial Planning Firm. Located in California, New York, Nevada, and South Carolina. Specializing with Retirement, Wealth Management, Investmentsments, Risk Management, and Estate Planning.
Direct Owners
-
DEBORAH SUE GROSE
COO / CFO owns more than 25% but less than 50%
-
RICHARD PATRICK DEE
PRESIDENT / CHIEF EXECUTIVE OFFICER / CCO owns more than 50% but less than 75%
-
TIMOTHY EARL SALLADE
CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%