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.
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SEC-registered adviser
E••••••• W•••••
Legal name E••••••• W••••• L••
Latest filing Mar 30, 2026
First filing on the tape Aug 10, 2021 · 14 filings
SEC status approved since Sep 10, 2021
RAUM
$185M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
90%
$167M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$37.0M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
1
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$185M as of Mar 30, 2026
Mar 14, 2022$120M then
HNW client RAUM$108M as of Mar 30, 2026
Mar 14, 2022$107M then
State-registered IARs (5.B.3)4 as of Mar 30, 2026
Mar 14, 20224 then
Employees (5.A)6 as of Mar 30, 2026
Mar 14, 20228 then
Private funds1 as of Mar 30, 2026
Mar 15, 20241 then
RAUM +19% over the last fiscal year+25% a year over threeIARs 4 to 4offices 0 to 3
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $37.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 46derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $196,450derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 1.3derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +27%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $140M, 153 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$108M58%
- Individuals$58.6M32%
- Pooled investment vehicles$18.5M10.0%
- Individual clients
- 191reported
- HNW clients
- 38reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 942reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $140M for 153 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.9 fund_share=0.1 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••••••••• R••••• C•••••••• | Hackensack, Nj | Apr 8, 2020 | 15 y | 3 |
| C•••••••• M•••• L•••• | Hackensack, Nj | Dec 16, 2020 | 10 y | 1 |
| J•••• L•• M•••••••Certified Financial Planner | Simi Valley, Ca | Aug 10, 2021 | 10 y | 0 |
| S••••• L•••• L•••• | Hackensack, Nj | Dec 21, 2022 | 10 y | 0 |
| R••• A• S•••• | Hackensack, Nj | Aug 5, 2026 | 11 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- A••••• S•••• C•••• to N•••••••• B••••• B• L••Jul 14, 2025 · Other
- D••••• R••••• O••••••••• to T•• G•••••••• G••••• I•••Aug 21, 2023 · RIA to RIA
- E••• V•••••• Y•••• to H•••••••• A•••••••• L••Mar 14, 2022 · RIA to affiliated broker-dealer or bank
Joined, latest
- R••• A• S•••• from L•• E••••••••• L••Aug 5, 2026 · Affiliated broker-dealer or bank to independent RIA
- A••••• S•••• C•••• from S••••• W••••• A•••••••• I•••May 19, 2025 · Other
- E••• V•••••• Y•••• from R•• C•••••• M••••••••• L••Mar 15, 2021 · RIA to RIA
- C•••••••• M•••• L•••• from B••• I••••••••• A••••••• I••Dec 16, 2020 · RIA to RIA
- C••••••••• R••••• C•••••••• from M••••• G••••• A••••••• I•••Apr 8, 2020 · RIA to RIA
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••• V••••••• L• | Real Estate Fund | $7.2M | 1 | Jun 26, 2023 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• C••••••••• R••••• · Member & Chief Compliance Officercontrolsince 02/2020 · owns 75% or more
- L••••• C••••••••• M•••• · Chief Client Officersince 06/2020 · owns less than 5%
Related persons
Schedule D 7.A
- C••••••• P••••••• L••pooled vehicle sponsory
- E••••••• T•• L••insurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Hackensack, Nj · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 849 to 942Sep 16, 2025 to Mar 30, 2026
- HNW clients · 37 to 38Sep 16, 2025 to Mar 30, 2026
- Individual clients · 143 to 191Sep 16, 2025 to Mar 30, 2026
- Assets in custody · $135M to $140MSep 16, 2025 to Mar 30, 2026
- Employees · 7 to 6Sep 16, 2025 to Mar 30, 2026
- Other offices · 1 to 3Sep 16, 2025 to Mar 30, 2026
- Discretionary RAUM · $156M to $185MSep 16, 2025 to Mar 30, 2026
- HNW RAUM · $93.9M to $108MSep 16, 2025 to Mar 30, 2026
- Individual RAUM · $45.5M to $58.6MSep 16, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $16.6M to $18.5MSep 16, 2025 to Mar 30, 2026
- RAUM · $156M to $185MSep 16, 2025 to Mar 30, 2026
- Other offices · 0 to 1Mar 21, 2025 to Sep 16, 2025
- Accounts · 677 to 849Jun 30, 2024 to Mar 21, 2025
- Advisory employees · 5 to 4Jun 30, 2024 to Mar 21, 2025
- Advisory activities · 3 to 4Jun 30, 2024 to Mar 21, 2025
- HNW clients · 31 to 37Jun 30, 2024 to Mar 21, 2025
- Individual clients · 113 to 143Jun 30, 2024 to Mar 21, 2025
- Pooled vehicle clients · unset to 1.0Jun 30, 2024 to Mar 21, 2025
- Assets in custody · $96.1M to $135MJun 30, 2024 to Mar 21, 2025
- Financial planning clients · 101-250 to 101-250Jun 30, 2024 to Mar 21, 2025
- Discretionary RAUM · $117M to $156MJun 30, 2024 to Mar 21, 2025
- HNW RAUM · $80.2M to $93.9MJun 30, 2024 to Mar 21, 2025
- Individual RAUM · $37.2M to $45.5MJun 30, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · unset to 16636963.0Jun 30, 2024 to Mar 21, 2025
- RAUM · $117M to $156MJun 30, 2024 to Mar 21, 2025
- Accounts · 625 to 677Nov 14, 2023 to Mar 15, 2024
- Advisory employees · 4 to 5Nov 14, 2023 to Mar 15, 2024
- HNW clients · 29 to 31Nov 14, 2023 to Mar 15, 2024
- Individual clients · 122 to 113Nov 14, 2023 to Mar 15, 2024
- Assets in custody · $83.5M to $96.1MNov 14, 2023 to Mar 15, 2024
- State-registered IARs · 5 to 4Nov 14, 2023 to Mar 15, 2024
- Discretionary RAUM · $93.7M to $117MNov 14, 2023 to Mar 15, 2024
- HNW RAUM · $63.2M to $80.2MNov 14, 2023 to Mar 15, 2024
- Individual RAUM · $30.5M to $37.2MNov 14, 2023 to Mar 15, 2024
- RAUM · $93.7M to $117MNov 14, 2023 to Mar 15, 2024
- Private funds · unset to 1Mar 22, 2023 to Jun 26, 2023
- Accounts · 524 to 625Aug 8, 2022 to Mar 22, 2023
- HNW clients · 50 to 29Aug 8, 2022 to Mar 22, 2023
- Individual clients · 66 to 122Aug 8, 2022 to Mar 22, 2023
- Assets in custody · $71.0M to $83.5MAug 8, 2022 to Mar 22, 2023
Signals
3 dated events
- D••••• R••••• O••••••••• left E••••••• W••••• for T•• G•••••••• G••••• I••• (registered 2023-11-28)Aug 21, 2023 · Advisor changed firm · fact
- E••• V•••••• Y•••• left E••••••• W••••• for H•••••••• A•••••••• L•• (registered 2022-03-18)Mar 14, 2022 · Advisor changed firm · fact
- E••••••• W••••• filed its initial SEC registration (Form ADV)Aug 10, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/emissary-wealthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- emissarywealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 201-853-9103reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $37.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
E••••••• W••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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