Investment adviser · CRD 144901
EMERSON WEALTH, LLC
Investment adviser filing (IA)
BLOOMFIELD HILLS, MI, United States · Form ADV filed Mar 23, 2022
- Regulatory AUM
- $635M Form ADV · Item 5.F
- Client accounts
- 720 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 136 | $611,958,031 | 96.4% |
| Retirement plans | 10 | $15,405,511 | 2.4% |
| Individuals | 22 | $7,359,798 | 1.2% |
Filing source
Form ADV 1628406 · Mar 23, 2022 · 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 fundsThe 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: Mar 23, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
38710 WOODWARD AVE., SUITE 230BLOOMFIELD HILLS, MI, 48304, United States
CRD 144901
Filing source
Form ADV 1628406 · Mar 23, 2022 · 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.