Emerald Bay Wealth Management LLC
Emerald Bay Wealth Management LLC is an SEC-registered wealth manager in Tahoe City, CA with $200.4M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Emerald Bay Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160837, SEC 801-132168, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $200.4M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Tahoe City, CA
- Employees
- 2
- Clients
- 40
- CRD
- 160837
- Ownership
- WENDY H. BATTEY AND MICHAEL S. BATTEY, TTEES THE BATTEY 2000 TRUST UAD 2/28/2000 AND AMENDED 9/9/2003; M. HANNAH SULLIVAN, TTEE M. HANNAH SULLIVAN REVOCABLE TRUST UAD 12/18/2012; BATTEY, MICHAEL, SEELIGSON; BATTEY, WENDY, HARNEY; SULLIVAN, MARY, HANNAH
How much AUM does Emerald Bay Wealth Management LLC have?
Emerald Bay Wealth Management LLC reported $200.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Emerald Bay Wealth Management LLC?
Disclosed owners and executives of Emerald Bay Wealth Management LLC include WENDY H. BATTEY AND MICHAEL S. BATTEY, TTEES THE BATTEY 2000 TRUST UAD 2/28/2000 AND AMENDED 9/9/2003, M. HANNAH SULLIVAN, TTEE M. HANNAH SULLIVAN REVOCABLE TRUST UAD 12/18/2012, BATTEY, MICHAEL, SEELIGSON, BATTEY, WENDY, HARNEY, SULLIVAN, MARY, HANNAH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.