E
CRD: 171913
Emerald Wealth Management, Inc.
$15.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
92 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-22-2014
- Office Locations
- 1
Office Locations
5000 Birch Street Suite 3000 Newport Beach CA
About Emerald Wealth Management, Inc.
Emerald Wealth Management, Inc. is a Newport Beach, CA RIA led by CEO Lynne Connolly providing personal and business financial planning, including retirement, tax, estate, insurance/risk management, debt management, and investment planning. The firm emphasizes client education with newsletters, articles, calculators, videos, research reports, and easy access to market data; custody includes Charles Schwab.
Team overview
-- AVG AGE
$15.0K AVG AUM / ADVISOR
$163 AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
L
LYNNE CONNOLLY
Chief Compliance Officer, Owner, President
- CRD
- #5847918
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,000 | -- |
| Total | $15,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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