EMERGENT WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$249,075,065
Discretionary
$249,075,065
Non-discretionary
$0
Firm details
- CRD number
- 174845
- SEC file number
- 801-106909
- Main office
- WILLIAMSVILLE, NY, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.emergentwa.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.