Emergent Wealth Advisors, LLC
Emergent Wealth Advisors, LLC is an SEC-registered mass-market adviser in Williamsville, NY with $249.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Emergent Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174845, SEC 801-106909, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $249.1M (2026-01-27)
- Firm type
- Mass-Market Adviser
- Location
- Williamsville, NY
- Employees
- 3
- Clients
- 370
- CRD
- 174845
- Ownership
- EFTHEMIS, NICHOLAS, JOHN; HANNY, CHARLES, EDGAR; NICHOLAS EFTHEMIS INC; CHARLES HANNY ADVISORY, LLC
How much AUM does Emergent Wealth Advisors, LLC have?
Emergent Wealth Advisors, LLC reported $249.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Emergent Wealth Advisors, LLC?
Disclosed owners and executives of Emergent Wealth Advisors, LLC include EFTHEMIS, NICHOLAS, JOHN, HANNY, CHARLES, EDGAR, NICHOLAS EFTHEMIS INC, CHARLES HANNY ADVISORY, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.