EMDE WEALTH MANAGEMENT LLC

Overview

Emde Wealth Management LLC is an independent registered investment adviser focused on serving individuals, families and small-business clients. The firm combines comprehensive financial planning with discretionary portfolio management and pension consulting, and it maintains an affiliation with an insurance company to support insurance-related planning and product solutions. Fee arrangements are a mix of percentage-of-AUM and fixed fees, reflecting a hybrid advice model that can accommodate both ongoing asset management and project-based planning work. Investment activity centers on equities delivered through exchange-traded vehicles and separately managed approaches, with a clear preference for liquid, publicly traded instruments. The firm is not positioned as an ESG-focused allocator and does not operate as a multi-state adviser. Owner control is individual rather than institutional, which typically points to a compact team and direct client-adviser relationships.

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Location & Offices