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Ethan Aaron Green

Lake Tahoe Wealth Management, Inc.

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About Ethan Aaron Green

Ethan Aaron Green is a financial advisor based in Folsom, California. Ethan has been working in the financial industry since 2012 and is registered with the state of California as an Investment Advisor Representative. Ethan is affiliated with Lake Tahoe Wealth Management, Inc., where he works as a Financial Analyst. Ethan offers financial planning, portfolio management, and pension consulting services. He is also a Certified Financial Planner.

Firm Information

Ethan Green is currently registered with Lake Tahoe Wealth Management, Inc.. Lake Tahoe Wealth Management, Inc. is an investment advisory firm headquartered in Lake Tahoe, Nevada. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They also offer educational services and tax services. The firm manages over $191 million in assets for approximately 785 clients.

$191.58M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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test drive educational services & tax services

Test drive educational services & tax services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ethan Green’s Registration & Firm History

CA

04/11/2016 - Present

Lake Tahoe Wealth Management, Inc. (Folsom CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ethan Aaron Green.
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