LAKE Tahoe Wealth Management, Inc.
SEC RegisteredAbout the firm
The Lakeside Team partners with individuals, families, and business owners to bring clarity, confidence, and purpose to their financial lives. Guided by trust, transparency, and a highly personalized approach, they combine deep experience with a thoughtful understanding of each client's goals. They provide steady guidance and a long-term perspective through a team of dedicated CERTIFIED FINANCIAL PLANNER™ professionals committed to the fiduciary standard.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, complex equity strategies, legacy planning, business planning, estate planning, tax planning, and wealth management with a holistic approach.
Who they serve
Individuals, families, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 205 | $52M |
| High Net Worth Individuals | 109 | $235M |
| Charitable Organizations | 5 | $14M |
| State/Municipal Entities | 9 | — |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,500,000 | 1.00% |
| $2,500,000 to $5,000,000 | 0.75% |
| $5,000,000 to $10,000,000 | 0.50% |
| Above $10,000,000 | 0.25% |
Data as of February 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LAKE Tahoe Wealth Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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