RIA Intel›Advisers›California›TAHOE INVESTMENTS AND TAX PLANNING, LLC

TAHOE INVESTMENTS AND TAX PLANNING, LLC

Advisory

CA

Data as of May 19, 2026 · Source: SEC Form ADV

Rank in CA

#3,989

of 5,480 advisers by AUM

Average account

$105K

across 268 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed May 19, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients193

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

193 clients

The full client-type breakdown and the share of AUM each category represents.

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