Emissary Wealth

RIASEC RegisteredEst. 2021
Total AUM
$185M
Discretionary
$185M
100% of AUM
Avg account
$196K
Accounts
942
Employees
6
Advisory reps
5

Firm details

Headquarters
Hackensack, New Jersey
CRD number
308002
Registered since
September 10, 2021
Website
www.emissarywealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI58.34%
  • Individuals31.67%
  • Pooled Investment Vehicles10%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Emissary Wealth is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2021. The firm positions itself as a capital allocator for both individual and institutional clients, offering financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. Its service model includes fee-based relationships charged as a percentage of AUM, hourly engagements and fixed-fee arrangements. The firm also conducts manager selection and serves as sponsor/manager of pooled vehicles in some cases.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 81%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 5%, US Government Bonds 2%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%81%
  • Exchange Traded Equities81%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents5%
  • US Government Bonds2%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • Christina Light

    Christina Light

    Chief Client OfficerCRD 6688163

Contacts

3 of 4
  • Reed Smith

    Reed Smith

    Financial ProfessionalCRD 7587793

  • Christopher Cacchiola

    Christopher Cacchiola

    FounderCRD 5664953

  • Steven Longa

    OwnerCRD 7669972

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 23

Active vs passive

$47.4M in ETFs

Passive

59%

$27.8M

Active

11%

$19.6M

ETFProviderStyleCategoryValueShares% of portfolio
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF (GRNY)Fundstrat Capital$9.9M357,63220.85%
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Location

Primary office

Hackensack, NJ

Bergen

Location

Hackensack, NJ

Headquartered in Hackensack, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Bergen
Address
2 University Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth