Investment adviser · CRD 315038

EMERALD WEALTH PARTNERS

Investment adviser filing (IA)

EMERALD WEALTH PARTNERS AG

KILCHBERG, ZURICH, Switzerland · Form ADV filed Jun 28, 2021

Regulatory AUM: $1.55B
Client accounts: 148
Employees: 8
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Other clients	29	$744,791,219	48.2%
Other investment advisers	Fewer than 5	$316,281,271	20.5%
High-net-worth individuals	37	$208,339,989	13.5%
Corporations & businesses	10	$175,671,383	11.4%
Insurance companies	Fewer than 5	$89,091,837	5.8%
Individuals	24	$11,673,655	0.8%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 1541116 · Jun 28, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 28, 2021. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

HORNHALDENSTRASSE 9
KILCHBERG, ZURICH, 8802, Switzerland

CRD 315038

Filing source

Form ADV 1541116 · Jun 28, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.