CRD: 174845
Emergent Wealth Advisors, LLC
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- Custodian
- Assetmark · Capital Group · Charles Schwab & Company · Pershing · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-16-2015
- Office Locations
- 1
Office Locations
About Emergent Wealth Advisors, LLC
Emergent Wealth Advisors provides customized wealth planning and investment management for retail clients, including entrepreneurs and retirees, with an advice-led, collaborative planning process. The team integrates portfolio construction and risk management using tools such as Envestnet MoneyGuide and invests primarily through public funds and ETFs. Offices serve clients from Nashville, TN and Williamsville, NY; custody includes Charles Schwab & Co.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
NICHOLAS JOHN EFTHEMIS
Chief Compliance Officer, Wealth Advisor
- CRD
- #2821400
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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CHARLES EDGAR HANNY IV
Wealth Advisor
- CRD
- #2982732
Andrew Kiefer
--
- CRD
- #6484509
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,075,065 | $258,645 |
| Non-Discretionary | $0 | -- |
| Total | $249,075,065 | $258,645 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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