Emerant Wealth LLC

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Assets, Funds, Holdings

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Emerant Wealth LLC
CRD #282538
SEC #801-107187
CIK #
AUM
Employees 2 (50% Investors, 0% Brokers)
Phone205-871-3334
Address600 University Park Place
Birmingham, AL 35209
Source [IAPD] [Website]
Total AUM ($M)
705642281402010201420192024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 168 59.7
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 9 3.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 398 62.8
By Discretionary
Discretionary 398 62.8
Non-Discretionary 0 0.0
Total 398 62.8
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 62.3
Total 398 62.8
Related Firms State AUM ($B)
Emerant Wealth LLC
AL 0.0
Warren Averett Asset Management, LLC
AL 0.0
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