$200.4M Total AUM
$200.4M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-20-2012
- Office Locations
- 1
Office Locations
210 Grove Street PO BOX 5566 Tahoe City CA
About Emerald BAY Wealth Management LLC
Emerald Bay Wealth Management is a Tahoe City, CA RIA focused on relationship-driven, multi-generational planning and investment management that brings all relevant family members into the process. The firm builds clear, flexible portfolios using ETFs, mutual funds and fixed income, and can incorporate alternatives when appropriate. Schwab-custodied and runs on Tamarac; serves retail and institutional relationships.
Team overview
-- AVG AGE
$100.2M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Ember pathway Pioneer beacon Radial insight Glacier Frontier
Custodian
Oak Ember optima Fusion wave Ridge matrix Vector
Investment Themes
Glacier element
Investment Vehicles
Insight
Platform
Insight
Services
Signal atlas Alpha zenith Atlas ember Foundation North Glacier Legacy atlas Delta
Owner & Executives
M
MICHAEL SEELIGSON BATTEY
Chief Compliance Officer
- CRD
- #2952452
- Ownership
- Less than 5%
(495) 751-1983
matrix.pathway@valuecapital.com
in linkedin.com/in/oak-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,377,832 | $841,924 |
| Non-Discretionary | $0 | -- |
| Total | $200,377,832 | $841,924 |
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Separately Managed Accounts
Total SMA Asset: $200,377,832
Public Funds:
12.9% Equity - Exchange:
37.0% U.S. Government/Agency:
50.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $220,666,582 | 12.9% |
| Equity - Exchange | $632,919,655 | 37.0% |
| U.S. Government/Agency | $857,007,424 | 50.1% |
| Total | $1,710,593,661 | 100.0% |