Emeraldspark Investments
RIAState Registered
Total AUM
$16.1M
Discretionary
$15.9M
99% of AUM
Avg account
$183K
Accounts
88
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 282015
- Website
- www.emeraldspark.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals63.48%
- HNWI36.52%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Emeraldspark Investments is an independent, individual-owned registered investment advisor operating as an LLC that serves individuals and families on a fee basis tied to assets under management. The firm’s advisory menu centers on financial planning, portfolio management for individuals and small businesses, and investor education through seminars or workshops. It is not positioned as a multi-state or ESG-focused adviser, and it does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds87%
- Exchange Traded Equities12%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
S Conway Consulting, LLC
RIAAUM $16.1MTEAM 1REPS 1
Hunley Wealth Management LLC
RIANashville, TN
AUM $16.1MTEAM 4REPS 4
MK Investment Advisors, LLC
RIAAUM $16.1MTEAM 1REPS 1
Cashmere
RIAAUM $16.1MTEAM 5REPS 6
Bedfield Asset Management, LLC
RIAAUM $16.1MTEAM 1REPS 1
Hahn Financial Services, LLC
RIAAUM $16.1MTEAM 1REPS 1