Emerald Bay Wealth Management LLC

RIASEC Registered

Total AUM

$200M

Discretionary

$200M

100% of AUM

Avg account

$842K

Accounts

238

Employees

Advisory reps

Firm details

Headquarters: Tahoe City, California
CRD number: 160837
Registered since: March 18, 2025
Website: www.ebwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI97.58%
Individuals1.24%
Charitable Organizations1.18%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Emerald Bay Wealth Management LLC is an independent RIA that provides discretionary portfolio management to both high-net-worth individuals/families and institutional clients. The firm is registered with the SEC and completed that registration in 2025. Its advisory services include portfolio management for individuals and for businesses or institutions, and it also acts as a selector of other advisers, effectively allocating capital across managers when appropriate. Fee arrangements include a percentage-of-AUM component as well as hourly billing for certain engagements. The firm is not identified as an active ESG investor.