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WEG - Lakeside Team

EST. AUM
$301,917,008

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CLIENT ACCOUNTS
1,005

Firm Details

Metro area Sacramento
CRD Number 166173
Website wealthenhancement.com
Client types

Overview

WEG - Lakeside Team is a specialized wealth management unit within Wealth Enhancement Group, an independent RIA backed by Onex Corporation and TA Associates. The team was formerly known as Lake Tahoe Wealth Management prior to its acquisition in 2026. They provide comprehensive financial services to individuals, families, and business owners, emphasizing a fiduciary standard. Their approach integrates complex equity strategies and retirement planning with a holistic focus on client financial stability.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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