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LAKE TAHOE WEALTH MANAGEMENT, INC.

FOLSOM, CA · CRD 166173 · IAPD ↗ · laketahoewealthmanagement.org · 855-515-5896

$301.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2026 — LAKE TAHOE WEALTH MANAGEMENT, INC. (FOLSOM, CA) left the SEC roster (was $301.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
July 2025 — LAKE TAHOE WEALTH MANAGEMENT, INC. notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2025 — LAKE TAHOE WEALTH MANAGEMENT, INC. notice-filed in NJ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — LAKE TAHOE WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2025 — LAKE TAHOE WEALTH MANAGEMENT, INC. reported RAUM up 34% ($191.6M -> $257.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
November 2024 — LAKE TAHOE WEALTH MANAGEMENT, INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2024 — LAKE TAHOE WEALTH MANAGEMENT, INC. changed its website from laketahoewealthmanagement.com to laketahoewealthmanagement.org.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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