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| Emergent Wealth Advisors LLC
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|---|---|
| CRD # | 174845 |
| SEC # | 801-106909 |
| CIK # | 0001799880 |
| AUM | 249.1 M (2026-01-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 716-828-8390 |
| Address | 5500 Main Street, Suite 260 Williamsville, NY 14221 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 3.4 | ||
| Amazon Com Inc | 2.5 | ||
| Nvidia Corp | 2.3 | ||
| Broadcom Inc | 2.0 | ||
| Simon Property Group Inc /DE/ | 1.9 | ||
| Health Care REIT Inc /DE/ | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| Cisco Systems Inc | 1.5 | ||
| Apple Inc | 1.4 | ||
| Alphabet Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 104.0 |
| (b) Individuals (high net worth individuals) | 74 | 145.1 |
| (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 | 0 | 0.0 |
| (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 | 963 | 249.1 |
| By Discretionary | ||
| Discretionary | 963 | 249.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 963 | 249.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 249.1 | |
| Total | 963 | 249.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001799880] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 25 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dean Wealth Partners LLC
✚
|
TX | 249.8 M |
|
Tidecrest Wealth Management LLC
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CA | 249.7 M |
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Braun-Bostich & Associates Inc
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|
PA | 249.6 M |
|
Vandalia Wealth Management Incorporated
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WV | 249.6 M |
|
Processus Wealth & Capital Management LLC
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|
249.5 M | |
|
Prairie Rivers Investments LLC
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|
IL | 249.3 M |
|
E Batoff & Co Inc
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|
FL | 249.2 M |
|
Guided Capital Wealth Management LLC
✚
|
TX | 249.2 M |
|
Evergreen Wealth Management LLC
✚
|
MI | 248.7 M |
|
Michael Brady & Co LLC
✚
|
OH | 248.6 M |