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

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$89.4MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$88.6M

Private client RAUM

$88.3MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

442

Individual clients

76

High net worth clients

112

CRD

166113

Filings on the tape

1

First filed

Mar 18, 2026

Latest filed

Mar 18, 2026

Organised

Corporation, CA

Website

emeraldblueadvisors.com

• Occurred

  Dec 7, 2023
  Advisor changed firm

  Roberto Antonio Trejo left Emerald Blue Advisors for Entrust Investment Services, Inc (registered 2023-04-04)

  Form ADVobserved 5 days ago
• Occurred

  Jun 9, 2023
  Advisor changed firm

  Gerald Philip Sheridan left Emerald Blue Advisors for Redwood Private Wealth (registered 2023-06-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d75c2001-be39-faf2-0583-87b4f437f8fa

First observed

Mar 18, 2026

Last observed

Mar 18, 2026 6 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.