EMISSARY WEALTH

2 University Plaza Drive, Suite 511
Hackensack, New Jersey 07601
Tel: 201-853-9103

About EMISSARY WEALTH

EMISSARY WEALTH, formally registered with the SEC as EMISSARY WEALTH. The firm was established in 09/10/2021. They have over 1 offices throughout the country.

EMISSARY WEALTH is a Hackensack, New Jersey based Financial Planning firm with nearly $117,441,682 assets under management, offering retirement planning & investment advisory services to 677 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308002
SEC#	801-122285
Assets Managed by Firm	$117,441,682
No. of Clients	677
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	677	$117,441,682
Individuals (other than high net worth individuals)	113	$37,225,697
High net worth individuals	31	$80,215,985

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