Emory Wealth LLC

Overview

Emory Wealth LLC is an independently owned, limited liability advisory firm that serves individual and family clients. The firm is owner-operated and combines investment management with financial planning and ancillary services; its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Emory Wealth also operates as an insurance broker, and its documented fee arrangements include asset‑based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi‑state adviser. Its size and service mix point to a boutique, relationship-driven practice rather than a capital allocator or institutional consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives