EMERGENT WEALTH ADVISORS, LLC

EMERGENT WEALTH ADVISORS, LLC of WILLIAMSVILLE, NY is an SEC-registered investment adviser (CRD 174845). Regulatory assets under management: $249.1M.

Registration

• CRD: 174845
• SEC file number: 801-106909
• Type: Registered investment adviser
• Location: 5500 MAIN STREET, SUITE 260, WILLIAMSVILLE, NY, 14221
• Phone: 716-828-8390
• Latest filing: 2026-01-27
• Regulatory AUM: $249.1M
• Discretionary AUM: $249.1M
• Clients: 3
• Accounts: 963

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174845 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search