BELLEVUE, WACRD 305125Latest ADV February 27, 2026
Emerald Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated February 27, 2026, reports $941M in regulatory assets under management, 11 employees, and 983 accounts.
Assets Under Management
$941M
Employees
11
Offices
--
Total Clients
216
Primary office
BELLEVUE, WA
3055 112TH AVE NE, SUITE 206, BELLEVUE, WA, United States
Top client segmentHNWI represent 69.9% of total clients.
Top client categories% of clientsClients
1
HNWI
69.9%
151
2
Individuals
29.6%
64
3
Corporations
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$941Mas of February 27, 2026
Discretionary99.7%
$938M
100% of total RAUM99.7%
Non-discretionary0.3%
$3M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$941M
Total Accounts983
10Y AUM Change+$941M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee20:1
10Y Employee Change+10 (+1000.0%)
* 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.