EMERALD BAY WEALTH MANAGEMENT LLC

Overview

Emerald Bay Wealth Management LLC is an LLC-structured registered investment adviser that began SEC registration in 2025. The firm serves both individual and family clients and institutional or business clients, charging clients primarily on an asset-based fee basis with the option of hourly billing for certain services. Its advisory remit includes discretionary portfolio management for individuals and small businesses, discretionary management for businesses or institutions, and manager selection — Emerald Bay acts as a capital allocator that can outsource implementation to third-party sub‑advisers. The firm does not describe itself as an active ESG investor, and it is not identified as a multi-state adviser or a pension consultant. Ownership is a combination of domestic entity and individual ownership. The adviser is not listed as a related adviser to another RIA.

Assets & Accounts

Investments & Alternatives