RIA Intel›Advisers›Texas›EMORY WEALTH LLC

EMORY WEALTH LLC

Advisory

TX

Data as of Jun 10, 2026 · Source: SEC Form ADV

Rank in TX

#2,304

of 2,813 advisers by AUM

Average account

$115K

across 105 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients48

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

48 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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