EMERALD WEALTH MANAGEMENT, INC.

EMERALD WEALTH MANAGEMENT, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 171913). Regulatory assets under management: $15K.

Registration

• CRD: 171913
• Type: Registered investment adviser
• Location: 5000 BIRCH STREET, NEWPORT BEACH, CA, 92660
• Phone: (800) 676-9754
• Latest filing: 2026-03-09
• Regulatory AUM: $15K
• Non-discretionary AUM: $15K
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171913 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search