$941.4M Total AUM
$938.4M Disc. AUM
16.9% 3Y CAGR
11 Employees
216 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- CatalystWave
- Established Date
- 10-24-2019
- Office Locations
- 1
Office Locations
3055 112th AVE NE Suite 206 Bellevue WA
About Emerald Advisors, LLC
Emerald Advisors is a Bellevue, WA wealth management firm providing financial and retirement planning, investment management, and family-office services including lifestyle, estate and philanthropy planning. The team focuses on aligning portfolios and planning to clients’ values and life-stage goals. Investment approach leans on ETFs and public funds, with access to alternatives as needed. Works with major custodians such as Schwab and Fidelity/NFS.
Team overview
41 AVG AGE
$188.3M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
4 yrs AVG TENURE
11 Employees
5 Advisory Reps
5 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Value Vector quantum Horizon peak Vertex Summit alpha Matrix
CRM
Peak
Custodian
Momentum signal Bridge element Legacy bridge Signal pathway Eagle Timber Pioneer focus Wave Radial
Fund Managers
Momentum
Investment Themes
Pioneer Unison Peak
Investment Vehicles
Momentum horizon Legacy
Platform
Timber summit Vital signal
Services
Vital Vertex Optima summit Vital Focus Unison prime Timber pioneer Oak Beacon radial Radial north
Technology
Legacy insight Peak
Owner & Executives
MICHAEL GLEN SMITH
Advisor, Chief Compliance Officer
- CRD
- #4973573
- Ownership
- 75% or more
(233) 246-9090
value.atlas@signalcapital.com
in linkedin.com/in/unison-ridge
Showing 1 of 1 owners & executives
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MEGAN CABLE HANNAH
Advisor
- CRD
- #2901261
(309) 783-1303
matrix.insight@glaciercapital.com
in linkedin.com/in/glacier-catalyst
M
Matthew S Hill
--
- CRD
- #8220680
(322) 456-9545
oak.summit@frontiercapital.com
in linkedin.com/in/atlas-foundation
V
Vector delta
Frontier ridge
- CRD
- #98375
(486) 552-7557
fusion.ember@summitcapital.com
in linkedin.com/in/fusion-signal
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $938,425,679 | $961,502 |
| Non-Discretionary | $2,971,018 | $424,431 |
| Total | $941,396,697 | $957,677 |
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Separately Managed Accounts
Total SMA Asset: $941,396,697
Equity - Exchange:
23.3% Public Funds:
32.6% Cash:
11.5% Municipal Bonds:
6.9% Private Funds:
25.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,610,021,523 | 23.3% |
| Public Funds | $2,252,648,139 | 32.6% |
| Cash | $794,645,816 | 11.5% |
| Municipal Bonds | $476,787,490 | 6.9% |
| Private Funds | $1,775,860,648 | 25.7% |
| Total | $6,909,963,616 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY PATHWAY | OAK RADIAL | W4W83A94E | HPBC | 3.35% | $85,788,548 |
| FUSION PIONEER ATLAS | EMBER NORTH | JPD6AC5X1 | SZHO | 5.54% | $56,529,111 |
| LEGACY TIMBER GLACIER | ALPHA FUSION | WR6YK4TXE | UOAYV | 10.03% | $19,888,481 |
| ZENITH GLACIER BEACON | QUANTUM TIMBER | JDHNKSPHG | TRZH | 11.78% | $25,110,656 |
| EAGLE MERIDIAN WAVE | CREST INSIGHT | NXNVHL9OR | GJX | 8.02% | $119,770,321 |
| QUANTUM MATRIX | BRIDGE FRONTIER | 10O6XHDC7 | YKDQR | 3.79% | $77,201,713 |
| FUSION WAVE OPTIMA | VECTOR VITAL | LZLB71OBN | CHDUO | 8.36% | $110,477,870 |
| CATALYST MOMENTUM PIONEER | ELEMENT PRIME | 5L1606YZI | YZVL | 11.67% | $57,096,796 |