EMERSON EQUITY LLC

CRD 130032 · SEC 801-120835

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155 BOVET ROAD, SUITE 725, SAN MATEO, CA, 94402, United States

Phone

650-312-0200

Fax

650-312-0206

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$321.7M

Discretionary AUM

$214.6M

Team

343 total employees; 84 advisory reps; 100 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-08

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsMANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS)

Client types

Type	Clients	AUM
Individuals	518	$185.1M
High net worth individuals	102	$129.4M

States served

AL, AZ, CA, CO, DC, GA, ID, IL, IA, KY, MD, MI, MN, MT, NE, NV, NJ, NY, NC, OH, OR, PA, PR, SC, UT, VA, WI, MO, WA, TX, NH, HI, FL, SD

All web addresses on file

HTTP://WWW.EMERSONEQUITY.COM

Official SEC filing: View on IAPD