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, individual-owned limited liability company that provides investment advice to both individuals/families and institutional clients. The firm is registered with the SEC (registered in 2019) and acts as a capital allocator, combining portfolio management and financial planning with selection of third-party managers. Fee arrangements include percentage-of-AUM and fixed-fee engagements. Core advisory services listed by the firm include financial planning, discretionary portfolio management for individuals and businesses, manager selection, and educational workshops. The firm does not identify as an active ESG investor.
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
$135M in ETFs
72%
$97.8M
22%
$37.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $14.1M | 173,528 | 10.40% |
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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