# EMERGENT WEALTH ADVISORS, LLC

EMERGENT WEALTH ADVISORS, LLC of WILLIAMSVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 174845
- Type: SEC-registered investment adviser
- SEC file number: 801-106909
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Nicholas John Efthemis | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Charles Edgar Hanny | MEMBER | — |
| EFTHEMIS NICHOLAS JOHN | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| HANNY CHARLES EDGAR | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174845/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174845/similar
- Related entities: https://search.stillhousedata.com/firm/174845/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174845

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.