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, SEC-registered registered investment adviser structured as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm offers a mix of financial planning and portfolio management services for individuals, small businesses, and institutions, and also provides manager selection and educational seminars. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. Emerald is not positioned as an ESG-focused manager and does not describe itself 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 Equities71%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents6%
- State & Local Bonds3%
- Derivatives1%
Owners & executives
1 of 1
Megan Hannah
COO and Portfolio ManagerCRD 2901261
Contacts
3 of 4
Michael 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 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
Similar firms
Asset One Wealth Management, LLC
RIABellevue, WA
Marsjewett Financial Group
RIABellevue, WA
Integrated Quantitative Investments LLC
RIABellevue, WA
Basecamp Wealth Advisors, LLC
RIABellevue, WA
Fortis Capital Management LLC
RIABellevue, WA
Avier Wealth Advisors
RIABellevue, WA