EMERALD BLUE ADVISORS

EMERALD BLUE ADVISORS of LAGUNA HILLS, CA is an SEC-registered investment adviser (CRD 166113). Regulatory assets under management: $89.4M.

Registration

• CRD: 166113
• Type: Registered investment adviser
• Location: 25201 PASEO DE ALICIA, LAGUNA HILLS, CA, 92653
• Phone: 949-916-0070
• Latest filing: 2026-03-18
• Regulatory AUM: $89.4M
• Discretionary AUM: $88.6M
• Non-discretionary AUM: $751K
• Clients: 4
• Accounts: 442

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166113 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search