Emerald Bay Wealth Management Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 160837
· SEC file 801-132168
· Tahoe City, CA
· WWW.EBWM.COM
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ADV data as of Mar 19, 2026
- Regulatory AUM
- $200M
- Discretionary
- $200M
- Clients
- 40
- Avg AUM / client
- $5.0M
- Accounts
- 238
- Employees
- 2
AUM over time
$184M
$200M
Feb 11, 2025
Mar 19, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $2.5M | 1.24% |
| High net worth individuals | 32 | $196M | 97.6% |
| Charitable organizations | 2 | $2.4M | 1.18% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $184M (92% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗