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- Custodian
- Altruist ยท Wells Fargo
- Clients
- Retail
- Platforms
- AlphaOak +more
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
About Emeraldspark Investments
EmeraldSpark Investments is a fiduciary RIA providing high-touch wealth management for a limited number of individual clients and 401(k) plan support for small to mid-size businesses. Its disciplined, long-term, fundamentals-based approach emphasizes asset allocation, low-cost fund implementation, and systematic rebalancing, with behavioral coaching and tax-aware asset location integrated into portfolio oversight. Partners with Ubiquity for 401(k) plans.
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Owner & Executives
RYAN PATRICK LAYTON
Advisor, Chief Compliance Officer, Owner, President
- CRD
- #4817503
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,921,210 | -- |
| Non-Discretionary | $164,558 | -- |
| Total | $16,085,768 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,085,768
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,939,114,602 | 45.4% |
| Equity - Exchange | $3,834,997,036 | 44.2% |
| Cash | $902,352,244 | 10.4% |
| Total | $8,676,463,882 | 100.0% |