Emory Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 333375
- 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 a small, owner-operated independent RIA that focuses on serving individuals and families. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and offers pension consulting services. It also operates as an insurance broker, integrating insurance solutions into its advice. Compensation is flexible: the firm charges asset-based fees as well as hourly and fixed fees. Emory Wealth is not positioned as a capital allocator and does not present itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
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 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