WILLIAMSVILLE, NYCRD 174845Latest ADV January 27, 2026
Emergent Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated January 27, 2026, reports $249M in regulatory assets under management, 3 employees, 1 office, and 963 accounts.
Assets Under Management
$249M
Employees
3
Offices
1 office
Total Clients
370
Primary office
WILLIAMSVILLE, NY
5500 MAIN STREET, SUITE 260, WILLIAMSVILLE, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.0% of total clients.
Top client categories% of clientsClients
1
Individuals
80.0%
296
2
HNWI
20.0%
74
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$249Mas of January 27, 2026
Discretionary100.0%
$249M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$249M
Total Accounts963
10Y AUM Change+$193M (+346.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee123:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.