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EMISSARY WEALTH
Legal name: EMISSARY WEALTH LLC
CRD 308002File 801-122285
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$185.1M
Bottom 25% of cohort (national)
Discretionary AUM
$185.1M
Clients
230
942 accounts
Employees
6
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2026 | Clients | 181 | 230 | increased by49 |
| Apr 1, 2026 | AUM | $156,107,176 | $185,055,983 | increased by$28,948,807 |
| Apr 1, 2026 | Accounts | 849 | 942 | increased by93 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 116 | 181 | increased by65 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $120,345,426 | $156,107,176 | increased by$35,761,750 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 524 | 849 | increased by325 |
| Apr 1, 2022 | Employees | 5 | 8 | increased by3 |
| Apr 1, 2022 | Clients | 97 | 116 | increased by19 |
| Apr 1, 2022 | AUM | $111,592,480 | $120,345,426 | increased by$8,752,946 |
| Apr 1, 2022 | Accounts | 449 | 524 | increased by75 |
| Oct 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EMISSARY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EMISSARY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.