Esmeb Inc
RIASEC RegisteredEst. 2025
Total AUM
$26.4K
Discretionary
$26.4K
100% of AUM
Avg account
$6.6K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 152361
- Registered since
- December 17, 2025
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Esmeb Inc. is a small, individually owned corporate advisory firm that registered with the SEC in 2025. The firm describes its core services as financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM component and fixed fees. Esmeb is not identified as a capital allocator, multi-state adviser, pension consultant, or related adviser, and it does not characterize itself as an active ESG investor.
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
- Cash & Cash Equivalents100%
Contacts
1 of 1
Eric Smeby
Managing PartnerCRD 5736078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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