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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

EMERSON WEALTH, LLC

CRD 144901

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0249e1a8-9352-24b1-441a-673f173804e7

Data as of Mar 23, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 5
On other graphs: 0
Observed: Mar 13, 2012 to Mar 23, 2022
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $635MItem 5.F on the latest filing (2022-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $635M
Private client RAUM: $619MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 720
Individual clients: 22
High net worth clients: 136
Custody, client assets: $559M
SEC number: 801-68268
CRD: 144901
Filings on the tape: 38
First filed: Mar 13, 2012
Latest filed: Mar 23, 2022
Organised: Limited Liability Company, Michigan

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EMERSON, MICHAEL, DONALD	OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	07/2007	Mar 13, 2012	Mar 23, 2022
WHITE, KENNETH, HOMER	Owner	B	no	01/2018	Mar 25, 2020	Mar 23, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 23, 2022	$635M	$635M	7	3	0	n/a	n/a
2020	Mar 12, 2021	$540M	$540M	6	3	0	n/a	n/a
2019	Mar 25, 2020	$468M	$468M	5	0	0	n/a	n/a
2018	Mar 25, 2019	$364M	$364M	5	0	1	n/a	n/a
2017	Mar 14, 2018	$368M	$368M	4	1	1	n/a	n/a
2016	Mar 16, 2017	$295M	$295M	4	1	n/a	n/a	n/a
2015	Mar 8, 2016	$250M	$247M	2	1	n/a	n/a	n/a
2014	Mar 25, 2015	$269M	$269M	2	1	n/a	n/a	n/a
2013	Aug 26, 2014	$227M	$227M	5	2	n/a	n/a	n/a
2012	Mar 7, 2013	$216M	$215M	5	2	n/a	n/a	n/a
2011	Mar 13, 2012	$172M	$169M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$635M	$540M	17.6%	$364M	20.4%	7	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Mariner	3	Aug 11, 2022	Jun 1, 2022	BLOOMFIELD HILLS, MI	Firm absorbed	RIA to ibd	100.0%

Relationships

Controls (1)

← EMERSON, MICHAEL, DONALDOwnerOWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 13, 2012 to presentfactForm ADV

Owns (1)

← WHITE, KENNETH, HOMEROwnerOWNER, ownership code B, individual
Mar 25, 2020 to presentfactForm ADV

Registered with (4)

← MICHAEL DONALD EMERSONAdvisorregistration: previous registration
Mar 8, 2010 to Aug 11, 2022factForm ADV
← KENNETH HOMER WHITEAdvisorregistration: previous registration
Jul 2, 2013 to Aug 11, 2022factForm ADV
← Karlye Veryl ByrnesAdvisorregistration: previous registration
Feb 25, 2019 to Aug 11, 2022factForm ADV
← STEVEN J DECEUNINCKAdvisorregistration: previous registration
Apr 6, 2010 to Oct 31, 2014factForm ADV

Moved with (1)

→ MARINERRegistered adviser3 advisors, firm absorbed, same day
Aug 11, 2022 to Jun 1, 2022factForm ADV

Dated events

Occurred
Aug 11, 2022
Firm absorbed
Emerson Wealth, LLC's advisors moved to Mariner (Bloomfield Hills, MI): 3 of 3 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Aug 11, 2022
Advisor changed firm
Karlye Veryl Byrnes left Emerson Wealth, Llc for Mariner (registered 2022-06-01)
Form ADVobserved 5 days ago
Occurred
Aug 11, 2022
Advisor changed firm
Michael Donald Emerson left Emerson Wealth, Llc for Mariner (registered 2022-06-01)
Form ADVobserved 5 days ago
Occurred
Aug 11, 2022
Advisor changed firm
Kenneth Homer White left Emerson Wealth, Llc for Mariner (registered 2022-06-01)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2020
Regulatory AUM changed
Emerson Wealth, Llc reported RAUM $467.9M, up 29% from $363.6M (2020-01-03 to 2020-03-25)
Form ADVobserved 5 days ago
$104M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0249e1a8-9352-24b1-441a-673f173804e7
First observed: Mar 13, 2012
Last observed: Mar 23, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EMERSON WEALTH, LLC

CRD 144901

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0249e1a8-9352-24b1-441a-673f173804e7

Data as of Mar 23, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EMERSON, MICHAEL, DONALD

OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

07/2007

Mar 13, 2012

Mar 23, 2022

WHITE, KENNETH, HOMER

Owner

01/2018

Mar 25, 2020

Mar 23, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 23, 2022

$635M

n/a

2020

Mar 12, 2021

$540M

n/a

2019

Mar 25, 2020

$468M

n/a

2018

Mar 25, 2019

$364M

n/a

2017

Mar 14, 2018

$368M

n/a

2016

Mar 16, 2017

$295M

n/a

2015

Mar 8, 2016

$250M

$247M

n/a

2014

Mar 25, 2015

$269M

n/a

2013

Aug 26, 2014

$227M

n/a

2012

Mar 7, 2013

$216M

$215M

n/a

2011

Mar 13, 2012

$172M

$169M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$635M

$540M

17.6%

$364M

20.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Mariner

Aug 11, 2022

Jun 1, 2022

BLOOMFIELD HILLS, MI

Firm absorbed

RIA to ibd

100.0%