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 organized as an LLC and SEC-registered since 2019. The firm is owner-operated and describes itself as a capital allocator that serves both individual/family clients and institutional accounts. Its advisory offering includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, manager selection, and educational workshops. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. Emerald does not identify as an ESG-focused manager and is not reported as a multi-state advisory network.
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 5Jean Hur
CRD 8322413
Michael Smith
Financial AdvisorCRD 4973573
Emily Weed
Lead Financial AdvisorCRD 6682778
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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