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EMERALD BAY WEALTH MANAGEMENT LLC

TAHOE CITY, CA · CRD 160837 · IAPD ↗ · ebwm.com · 415-482-0117

$200.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — EMERALD BAY WEALTH MANAGEMENT LLC (TAHOE CITY, CA) is newly SEC-registered with $184.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.