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, privately owned RIA organized as an LLC and SEC-registered since 2019. The firm serves both high-net-worth individuals and families as well as institutional clients, operating as a capital allocator that combines discretionary portfolio management with financial planning and adviser selection services. Fee arrangements include a percentage-of-AUM component and fixed fees. Core advisory activities listed by the firm include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars and workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities71%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents6%
- State & Local Bonds3%
- Derivatives1%
Contacts
3 of 5MICHAEL SMITH
Financial AdvisorCRD 4973573
Emily Weed
Lead Financial AdvisorCRD 6682778
Matthew Hill
Portfolio ManagerCRD 8220680
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$110M in ETFs
82%
$90.4M
14%
$20.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $13.4M | 68,456 | 12.16% |
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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