Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
Relationships
0
Dated events
0
On other graphs
1
Observed
Sep 15, 2026 to Sep 15, 2026
Across DFX
same identity by shared identifier, citation, or a bridge measured by hand
fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point
Website
laketahoewealthmanagement.org
Plan clients
0Form 5500 Schedule C
Public clients
0
Advisory clients
0
Institutional RAUM
$15.4MForm ADV
Discretionary RAUM
$270M
Pension plan clients (ADV)
5
Recommended commitments
0derived
CRD
166173
Relationships
No published relationship touches this entity yet.
Dated events
No dated event names this entity yet.
Provenance
Graph
Allocators
Canonical id
dfx:al:b8170568-3baf-4451-a022-2df663dc0239
First observed
Sep 15, 2026
Last observed
Sep 15, 2026
Resolution
Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.