Emory Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 333375
- Website
- emorywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.03%
- Individuals46.97%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Emory Wealth LLC is an independent, individually owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and also lists pension consulting among its advisory services. Emory Wealth supplements advisory work with insurance brokerage capabilities. Its billing options include a percentage-of-assets fee schedule as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
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
- Public Funds/Mutual Funds60%
- Exchange Traded Equities23%
- State & Local Bonds6%
- US Government Bonds4%
- Investment Grade Corp Bonds3%
Contacts
1 of 1
Michael Harris
FounderCRD 6827768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Fleur-De-Lis Financial
RIABespoke TFC Capital, LLC
RIAAsset Solutions
RIASabina Asset Management LLC
RIARuby Pebble Financial Planning LLC
RIACSI Wealth Management
RIAArcadia, CA