| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Hanny Advisory, LLC Control | Member | 50-75% | 2023 |
| Nicholas Efthemis Inc Control | Member | 50-75% | 2023 |
| Nicholas John Efthemis Control | Chief Compliance Officer | Under 5% | 2015 |
Emergent Wealth Advisors, LLC reports $202.9 million in regulatory assets under management on its Form ADV.
Emergent Wealth Advisors, LLC reports 4 employees.
Emergent Wealth Advisors, LLC is based in Williamsville, NY and has been SEC-registered since 2015.
Emergent Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5500 Main Street, Suite 260, Williamsville, NY 14221 |
| Phone | 716-828-8390 |
| Office hours | 5-Sep |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $202.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $202.9M |