EMISSARY WEALTH

Legal name: EMISSARY WEALTH LLC

CRD 308002File 801-122285

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$185.1M

Bottom 25% of cohort (national)

Discretionary AUM

$185.1M

Clients

230

942 accounts

Employees

Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Sep 10, 2021
Principal office: 2 UNIVERSITY PLAZA DRIVE, SUITE 511, HACKENSACK, NJ, 07601
Phone: 201-853-9103
Website: http://emissarywealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $185.1M
Discretionary AUM: $185.1M
Non-discretionary AUM: $0
Discretionary accounts: 942
Non-discretionary accounts: 0
Total accounts: 942
AUM per client: $805K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	38	$108.0M
Pooled investment vehicles	1	$18.5M
Individuals (other than high net worth individuals)	191	$58.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.