Overview
Assets Under Management: $185 million
Headquarters: HACKENSACK, NJ
High-Net-Worth Clients: 38
Average Client Assets: $2.8 million
Frequently Asked Questions
EMISSARY WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308002), EMISSARY WEALTH is subject to fiduciary duty under federal law.
EMISSARY WEALTH is headquartered in HACKENSACK, NJ.
EMISSARY WEALTH serves 38 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, EMISSARY WEALTH offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
EMISSARY WEALTH manages $185 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, EMISSARY WEALTH serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.34%
Average Client Assets: $2.8 million
Total Client Accounts: 942
Discretionary Accounts: 942
Regulatory Filings
CRD Number: 308002
Filing ID: 2075550
Last Filing Date: 2026-03-30 10:53:47