EMISSARY WEALTH
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
FINTRXOverview
Emissary Wealth is an independent registered investment adviser that has been SEC-registered since 2021 and operates as a limited liability company owned by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, and it also provides manager selection services. Fee arrangements include percentage-of-AUM, hourly charges and fixed fees. The firm maintains industry roles beyond advisory — it lists affiliations as an accountant and sponsor, general partner and managing member of pooled investment vehicles — which aligns with its position as an allocator that can sponsor or run private pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities81%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
1 of 1Christina Light
Chief Client OfficerCRD 6688163
Contacts
3 of 3CHRISTOPHER CACCHIOLA
FounderCRD 5664953
Steven Longa
OwnerCRD 7669972
Jamie Mutinsky
Financial Planning AssociateCRD 7405711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$39.5M in ETFs
68%
$26.7M
11%
$12.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $7.8M | 40,444 | 19.63% |
Location
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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