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- Custodian
- Charles Schwab & Company · JP Morgan · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-27-2020
- Office Locations
- 3
Office Locations
About Emissary Wealth
Emissary Wealth is an RIA providing financial planning and holistic wealth management, including investment management across retirement, taxable, and alternative allocations. The team works with individuals and business owners—including real estate investors and retirees—tailoring advice to personal and business needs. Portfolios are ETF-centric (SMA-heavy) and supported via custodians such as Schwab and SEI, with transparent fees.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER ROBERT CACCHIOLA
Chief Compliance Officer, Founder
- CRD
- #5664953
- Ownership
- 75% or more
Christina Marie Light
Chief Client Officer, Investment Advisor
- CRD
- #6688163
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Steven Lewis Longa
Associate
- CRD
- #7669972
Jamie Lee Mutinsky
Associate
- CRD
- #7405711
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,055,983 | $196,450 |
| Non-Discretionary | $0 | -- |
| Total | $185,055,983 | $196,450 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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