RIA · Independent channel
Lake Tahoe Wealth
Lake Tahoe Wealth Management
Acquired by Wealth Enhancement · May 2026
Independent RIA founded in 2014 and led by CEO Debbie Grose, serving business owners, equity-compensation professionals and retirees.
- Website
- laketahowealthmanagement.org
- Regulator record
- LAKE TAHOE WEALTH MANAGEMENT, INC. (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$318M
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
01
1
Arrivals 0
Teams joining Lake Tahoe Wealth in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Lake Tahoe Wealth in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| May 5 | Acquisition | Lake Tahoe Wealth ManagementPlacerville, CA | Wealth EnhancementRIA | $318M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.