CRD: 284690
Emde Wealth Management LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2016
- Office Locations
- 1
Office Locations
About Emde Wealth Management LLC
Emde Wealth Management guides individuals and families through personalized financial planning, strategic wealth planning, and investment management, building tax-efficient plans and executing portfolio strategies aligned to client goals. Portfolios are implemented primarily with ETFs alongside fixed income exposures. Retail RIA based in Bloomfield Hills, MI, with assets custodied at platforms including Altruist and Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTOPHER ROBERT EMDE
Chief Compliance Officer, Managing Member
- CRD
- #5377312
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ERIC PAUL HORNYAK
--
- CRD
- #3021265
Joseph Keyes Nelson
--
- CRD
- #1523933
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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