EMERALD BAY WEALTH MANAGEMENT LLC
CRD #160837 SEC #801-132168 TAHOE CITY, CA 415-482-0117
SEC Registered
Total AUM
$184.2M
Discretionary
$184.2M
Employees
2
Clients
0
Accounts
203
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BATTEY, MICHAEL, SEELIGSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BATTEY, MICHAEL, SEELIGSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| M. HANNAH SULLIVAN, TTEE M. HANNAH SULLIVAN REVOCABLE TRUST UAD 12/18/2012 | DE | MEMBER | D | Control |
| M. HANNAH SULLIVAN, TTEE M. HANNAH SULLIVAN REVOCABLE TRUST UAD 12/18/2012 | DE | MEMBER | D | Control |
| WENDY H. BATTEY AND MICHAEL S. BATTEY, TTEES THE BATTEY 2000 TRUST UAD 2/28/2000 AND AMENDED 9/9/2003 | DE | MEMBER | D | Control |
| WENDY H. BATTEY AND MICHAEL S. BATTEY, TTEES THE BATTEY 2000 TRUST UAD 2/28/2000 AND AMENDED 9/9/2003 | DE | MEMBER | D | Control |
Registrations
Federal
IA
Apr 4, 2025 REGISTERED
Notice Filings (1)
CA
Address
210 GROVE STREETTAHOE CITY, CA 96145-5566
United States
Phone: 415-482-0117