DFX Intelligence

Data Factory

RIA / WealthAdvisor25 years in industry

ROBERT E EMRICH

Advisor at CASTLEVIEW PARTNERS, LLC

DALLAS, TX | Austin, TX

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:6bcac553-ce74-b1aa-079b-0f88d9d3990d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Sep 30, 2002 to Sep 15, 2026

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

Current firm: CASTLEVIEW PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 17, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 2
Registered states: 1
Exams: S66
First exam: Oct 17, 2000
First registration: Sep 30, 2002
Dual registered: no
Other names: ROB EMRICH
IAPD individual key: 4208445

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ACRUENCE CAPITAL, LLC	Asset manager	May 14, 2020	n/a	yes	DALLAS, TX	Current employment
CASTLEVIEW PARTNERS, LLC	Independent wealth	Jun 12, 2017	n/a	yes	Austin, TX	Current employment
LAKE POINT WEALTH MANAGEMENT, LLC	Former SEC adviser	May 12, 2020	Jul 20, 2022	no	HEATH, TX	Previous registration
MANNING & NAPIER ADVISORS, LLC	Mixed wealth	Nov 14, 2014	Jun 20, 2017	no	AUSTIN, TX\|FAIRPORT, NY\|Austin, TX	Previous registration
SENSUS WEALTH MANAGEMENT GROUP LLC	State registered	Jul 8, 2014	Oct 21, 2014	no	SAN ANTONIO, TX	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Apr 17, 2006	Oct 13, 2008	no	AUSTIN, TX\|NASHVILLE, TN	Previous registration
LORD, ABBETT & CO. LLC	Asset manager	Mar 8, 2004	Apr 10, 2006	no	JERSEY CITY, NJ\|JERSEY CITY, NJ	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Jul 21, 2003	Jan 30, 2004	no	GAITHERSBURG, MD	Previous registration
TRIAD ADVISORS, LLC	Former SEC adviser	Sep 30, 2002	Jun 4, 2003	no	FREDERICK, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LAKE POINT WEALTH MANAGEMENT, LLC	ACRUENCE CAPITAL, LLC	Jul 20, 2022	May 14, 2020	-797	Firm change after gap	Other
MANNING & NAPIER ADVISORS, LLC	CASTLEVIEW PARTNERS, LLC	Jun 20, 2017	Jun 12, 2017	-8	Firm change	Other
SENSUS WEALTH MANAGEMENT GROUP LLC	MANNING & NAPIER ADVISORS, LLC	Oct 21, 2014	Nov 14, 2014	24	Firm change	Other
ALLIANCEBERNSTEIN L.P.	SENSUS WEALTH MANAGEMENT GROUP LLC	Oct 13, 2008	Jul 8, 2014	2,094	Firm change after gap	Other
LORD, ABBETT & CO. LLC	ALLIANCEBERNSTEIN L.P.	Apr 10, 2006	Apr 17, 2006	7	Firm change	Other
CITICORP INVESTMENT SERVICES	LORD, ABBETT & CO. LLC	Jan 30, 2004	Mar 8, 2004	38	Firm change	Other
TRIAD ADVISORS, LLC	CITICORP INVESTMENT SERVICES	Jun 4, 2003	Jul 21, 2003	47	Firm change	Other

Relationships

Registered with (9)

→ ACRUENCE CAPITAL, LLCRegistered adviserregistration: current employment
May 14, 2020 to presentfactForm ADV
→ CASTLEVIEW PARTNERS, LLCRegistered adviserregistration: current employment
Jun 12, 2017 to presentfactForm ADV
→ LAKE POINT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 12, 2020 to Jul 20, 2022factForm ADV
→ MANNING & NAPIER ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 14, 2014 to Jun 20, 2017factForm ADV
→ SENSUS WEALTH MANAGEMENT GROUP LLCRegistered adviserregistration: previous registration
Jul 8, 2014 to Oct 21, 2014factForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Apr 17, 2006 to Oct 13, 2008factForm ADV
→ LORD, ABBETT & CO. LLCRegistered adviserregistration: previous registration
Mar 8, 2004 to Apr 10, 2006factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Jul 21, 2003 to Jan 30, 2004factForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 30, 2002 to Jun 4, 2003factForm ADV

Dated events

Occurred
Jul 20, 2022
Advisor changed firm
Robert E Emrich left Lake Point Wealth Management, Llc for Acruence Capital, Llc (registered 2020-05-14)
Form ADVobserved 6 days ago