RIA Intel›Advisers›California›EMERALD WEALTH MANAGEMENT, INC.

EMERALD WEALTH MANAGEMENT, INC.

Advisory

NEWPORT BEACH, CA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in CA
#5,458
of 5,480 advisers by AUM
Average account
$166
across 90 accounts
AUM per adviser
$15K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$15K
Discretionary %
0%
Clients
90
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$15K
Discretionary AUM$0
Non-Discretionary AUM$15K
Discretionary %0%
Total Clients90
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndFebruary
Operates InCA, ID, MO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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INVESTMENT MANAGEMENT SOLUTIONS
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PHILIP S PAUL & ASSOCIATES LP
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$17K
STONE INSURANCE SERVICES, INC.
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ROXBURY INVESTMENT ADVISORS, LLC
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-90.0% 1Y
FIRMA ADVISORS LLC
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$8K
0.0% 1Y

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