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EMERALD ADVISORS, LLC
CRD 305125 · SEC 801-117515
3055 112TH AVE NE, SUITE 206, BELLEVUE, WA, 98004, United States
Phone
(425) 458-3853
Fax
425-458-3234
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$941.4M
Discretionary AUM
$938.4M
Team
11 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $25.9M |
| High net worth individuals | 151 | $915.5M |
| Corporations/business entities | 1 | $14K |
States served
CA, CO, DC, GA, IL, LA, MD, MI, MN, NE, NY, OH, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD