DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert E Emrich
Feed of 09/15/2026
Also filed as Rob Emrich
At current firm
9 y
since Jun 12, 2017
In the industry
25 y
since Oct 17, 2000 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Acruence Capital, LLC asset manager currentsince May 14, 2020 · Dallas, Tx
- Castleview Partners, LLC independent RIA currentsince Jun 12, 2017 · Austin, Tx
- Lake Point Wealth Management, LLC formerMay 12, 2020 to Jul 20, 2022 · Heath, Tx
- Manning & Napier Advisors, LLC mixed wealthNov 14, 2014 to Jun 20, 2017 · Austin, Tx
- Sensus Wealth Management Group LLC state registeredJul 8, 2014 to Oct 21, 2014 · San Antonio, Tx
- Alliancebernstein L.P. otherApr 17, 2006 to Oct 13, 2008 · Austin, Tx
- Lord, Abbett & Co. LLC asset managerMar 8, 2004 to Apr 10, 2006 · Jersey City, Nj
- Citicorp Investment Services unclassifiedJul 21, 2003 to Jan 30, 2004 · Gaithersburg, Md
- Triad Advisors, LLC formerSep 30, 2002 to Jun 4, 2003 · Frederick, Md
Moves
a registration end followed by a registration begin elsewhere
- Lake Point Wealth Management, LLC to Acruence Capital, LLCleft Jul 20, 2022, registered May 14, 2020 (-797 days) · Other
- Manning & Napier Advisors, LLC to Castleview Partners, LLCleft Jun 20, 2017, registered Jun 12, 2017 (-8 days) · Other
- Sensus Wealth Management Group LLC to Manning & Napier Advisors, LLCleft Oct 21, 2014, registered Nov 14, 2014 (24 days) · Other
- Alliancebernstein L.P. to Sensus Wealth Management Group LLCleft Oct 13, 2008, registered Jul 8, 2014 (2094 days) · Other
- Lord, Abbett & Co. LLC to Alliancebernstein L.P.left Apr 10, 2006, registered Apr 17, 2006 (7 days) · Other
- Citicorp Investment Services to Lord, Abbett & Co. LLCleft Jan 30, 2004, registered Mar 8, 2004 (38 days) · Other
- Triad Advisors, LLC to Citicorp Investment Servicesleft Jun 4, 2003, registered Jul 21, 2003 (47 days) · Other
Signals
- Robert E Emrich left Lake Point Wealth Management, Llc for Acruence Capital, Llc (registered 2020-05-14)Jul 20, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address