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EMERGENT WEALTH ADVISORS, LLC
CRD 174845 · SEC 801-106909
5500 MAIN STREET, SUITE 260, WILLIAMSVILLE, NY, 14221, United States
Phone
716-828-8390
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$249.1M
Discretionary AUM
$249.1M
Team
3 total employees; 3 advisory reps; 25 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 296 | $104.0M |
| High net worth individuals | 74 | $145.1M |
States served
CA, NY, TN, FL
All web addresses on file
Official SEC filing: View on IAPD