Emerald Advisors, LLC
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 305125
- Registered since
- October 24, 2019
- Website
- emeraldadv.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.25%
- Individuals2.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Emerald Advisors, LLC is an independent registered investment adviser operating as a limited liability company and registered with the SEC since 2019. The firm is owner-operated and acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Fee arrangements include percentage-of-AUM pricing alongside fixed-fee engagements. Core advisory services are financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities, plus manager selection and educational seminars/workshops. Emerald does not position itself as an ESG-focused manager and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
- Private Funds1%
Contacts
3 of 5
Emily Weed
Lead Financial AdvisorCRD 6682778
Michael Smith
Financial AdvisorCRD 4973573
Michael Mcferran
Investment Adviser RepresentativeCRD 5384023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$130M in ETFs
78%
$100M
17%
$29.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $15M | 180,564 | 11.55% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 3055 112th Ave Ne
- Time zone
- PT (UTC-8)
- Office locations
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