EMORY WEALTH LLC

EMORY WEALTH LLC is an SEC-registered investment adviser (CRD 333375). Regulatory assets under management: $12.1M.

Registration

• CRD: 333375
• Type: Registered investment adviser
• Phone: 713-882-2768
• Latest filing: 2026-06-10
• Regulatory AUM: $12.1M
• Discretionary AUM: $12.1M
• Clients: 1
• Accounts: 105

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333375 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search