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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$1.5BItem 5.F on the latest filing (2021-06-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$689M

Private client RAUM

$220MderivedItem 5.D individuals plus high net worth individuals

Private client share

14%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

8

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

148

Individual clients

24

High net worth clients

37

SEC number

801-121885

CRD

315038

Filings on the tape

1

First filed

Jun 28, 2021

Latest filed

Jun 28, 2021

Organised

Corporation

• Occurred

  Jun 28, 2021
  First Form ADV filing

  Emerald Wealth Partners filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3a91838d-845c-0d0c-4278-2e82ca995db4

First observed

Jun 28, 2021

Last observed

Jun 28, 2021 63 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.