EMERGENT WEALTH ADVISORS, LLC

5500 Main Street, Suite 260
Williamsville, New York 14221
Tel: 716-828-8390

About EMERGENT WEALTH ADVISORS, LLC

EMERGENT WEALTH ADVISORS, LLC, formally registered with the SEC as EMERGENT WEALTH ADVISORS, LLC. The firm was established in 11/16/2015. They have over 2 offices throughout the country.

EMERGENT WEALTH ADVISORS, LLC is a Williamsville, New York based Financial Planning firm with nearly $202,893,297 assets under management, offering retirement planning & investment advisory services to 901 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174845
SEC#	801-106909
Assets Managed by Firm	$202,893,297
No. of Clients	901
No. of Advisors	6

Fee Structure

A percentage of AUM
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	901	$202,893,297
Individuals (other than high net worth individuals)	311	$100,038,018
High net worth individuals	70	$102,855,279

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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