$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PioneerBeacon capital
- Established Date
- 02-20-2025
- Office Locations
- 1
Office Locations
-- Austin TX
About Emory Wealth LLC
Emory Wealth LLC is a Austin-based RIA. The firm has been operating for 1 years. Managing $12.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
-- AVG AGE
$12.1M AVG AUM / ADVISOR
$252.1K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Ridge crest Harbor insight
Client Personas
Frontier Radial quantum
Custodian
Meridian ember Vital Vital ember
Investment Themes
Eagle Vertex Meridian
Investment Vehicles
Legacy
Platform
Oak
Services
Peak bridge Ridge north Glacier Summit Peak Meridian Catalyst unison Timber Summit pioneer Optima atlas Radial wave Frontier zenith
Technology
Optima foundation Ridge
Owner & Executives
Michael Allen Harris
Chief Compliance Officer, Managing Member
- CRD
- #6827768
- Ownership
- 75% or more
(896) 874-4312
legacy.pathway@legacycapital.com
in linkedin.com/in/glacier-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,101,093 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,101,093 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,101,093
Public Funds:
4.9% Equity - Exchange:
19.1% Municipal Bonds:
10.1% U.S. Government/Agency:
18.9% Corporate - Investment Grade:
18.4% Derivatives:
8.0% Cash:
16.1% Equity - OTC:
4.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $78,098,380 | 4.9% |
| Equity - Exchange | $304,424,299 | 19.1% |
| Municipal Bonds | $160,978,294 | 10.1% |
| U.S. Government/Agency | $301,236,610 | 18.9% |
| Corporate - Investment Grade | $293,267,387 | 18.4% |
| Derivatives | $127,507,560 | 8.0% |
| Cash | $256,608,964 | 16.1% |
| Equity - OTC | $71,723,002 | 4.5% |
| Total | $1,593,844,496 | 100.0% |