EMERSON WEALTH, LLC
CRD #144901 SEC #801-68268 BLOOMFIELD HILLS, MI 248-792-6600
SEC Registered
Total AUM
$634.7M
Discretionary
$634.7M
Employees
7
Clients
26
Accounts
720
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $634.7M | $634.7M | $0 | 7 | 0 |
| May 2021 | $539.5M | $539.5M | $0 | 6 | 0 |
| Mar 2021 | $539.5M | $539.5M | $0 | 6 | 0 |
| Feb 2021 | $467.9M | $467.9M | $0 | 5 | 0 |
| Dec 2020 | $467.9M | $467.9M | $0 | 5 | 0 |
| Dec 2020 | $467.9M | $467.9M | $0 | 5 | 0 |
| May 2020 | $467.9M | $467.9M | $0 | 5 | 0 |
| May 2020 | $467.9M | $467.9M | $0 | 5 | 0 |
| Mar 2020 | $467.9M | $467.9M | $0 | 5 | 0 |
| Mar 2020 | $467.9M | $467.9M | $0 | 5 | 0 |
| Jan 2020 | $363.6M | $363.6M | $0 | 5 | 0 |
| Mar 2019 | $363.6M | $363.6M | $0 | 5 | 0 |
| Sep 2018 | $368.2M | $368.2M | $0 | 4 | 0 |
| Mar 2018 | $368.2M | $368.2M | $0 | 4 | 0 |
| Mar 2017 | $294.6M | $294.6M | $0 | 4 | 100 |
| Jan 2017 | $249.8M | $246.6M | $3.2M | 2 | 100 |
| Nov 2016 | $249.8M | $246.6M | $3.2M | 2 | 100 |
| Mar 2016 | $249.8M | $246.6M | $3.2M | 2 | 100 |
| Mar 2015 | $268.7M | $268.7M | $0 | 2 | 200 |
| Jan 2015 | $227.2M | $227.2M | $0 | 2 | 200 |
| Sep 2014 | $227.2M | $227.2M | $0 | 2 | 200 |
| Aug 2014 | $227.2M | $227.2M | $0 | 5 | 200 |
| Feb 2014 | $215.7M | $214.9M | $817.2K | 5 | 200 |
| Jan 2014 | $215.7M | $214.9M | $817.2K | 5 | 200 |
| Dec 2013 | $215.7M | $214.9M | $817.2K | 5 | 200 |
| Jul 2013 | $215.7M | $214.9M | $817.2K | 5 | 200 |
| Mar 2013 | $215.7M | $214.9M | $817.2K | 5 | 200 |
| Mar 2013 | $215.7M | $214.9M | $817.2K | 5 | 200 |
| Jan 2013 | $171.8M | $168.5M | $3.3M | 5 | 200 |
| Oct 2012 | $171.8M | $168.5M | $3.3M | 1 | 200 |
| Aug 2012 | $171.8M | $168.5M | $3.3M | 1 | 200 |
| Jun 2012 | $171.8M | $168.5M | $3.3M | 1 | 200 |
| Jun 2012 | $171.8M | $168.5M | $3.3M | 1 | 200 |
| Mar 2012 | $171.8M | $168.5M | $3.3M | 1 | 200 |
| Mar 2011 | $163.5M | $153.3M | $10.2M | 5 | -- |
| Aug 2010 | $121.2M | $116.1M | $5.1M | 5 | -- |
| Mar 2010 | $121.2M | $116.1M | $5.1M | 5 | -- |
| Mar 2009 | $89.6M | $86.4M | $3.2M | 5 | -- |
| Mar 2008 | $109.2M | $104.2M | $5M | 5 | -- |
| Nov 2007 | $110.4M | $108M | $2.4M | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2022
Total AUM$634.7M
Discretionary$634.7M
Non-Disc.$0
Employees7
Clients0
DateMay 2021
Total AUM$539.5M
Discretionary$539.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$539.5M
Discretionary$539.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$467.9M
Discretionary$467.9M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$467.9M
Discretionary$467.9M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$467.9M
Discretionary$467.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$467.9M
Discretionary$467.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$467.9M
Discretionary$467.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$467.9M
Discretionary$467.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$467.9M
Discretionary$467.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$363.6M
Discretionary$363.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$363.6M
Discretionary$363.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$368.2M
Discretionary$368.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$368.2M
Discretionary$368.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$294.6M
Discretionary$294.6M
Non-Disc.$0
Employees4
Clients100
DateJan 2017
Total AUM$249.8M
Discretionary$246.6M
Non-Disc.$3.2M
Employees2
Clients100
DateNov 2016
Total AUM$249.8M
Discretionary$246.6M
Non-Disc.$3.2M
Employees2
Clients100
DateMar 2016
Total AUM$249.8M
Discretionary$246.6M
Non-Disc.$3.2M
Employees2
Clients100
DateMar 2015
Total AUM$268.7M
Discretionary$268.7M
Non-Disc.$0
Employees2
Clients200
DateJan 2015
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees2
Clients200
DateSep 2014
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees2
Clients200
DateAug 2014
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees5
Clients200
DateFeb 2014
Total AUM$215.7M
Discretionary$214.9M
Non-Disc.$817.2K
Employees5
Clients200
DateJan 2014
Total AUM$215.7M
Discretionary$214.9M
Non-Disc.$817.2K
Employees5
Clients200
DateDec 2013
Total AUM$215.7M
Discretionary$214.9M
Non-Disc.$817.2K
Employees5
Clients200
DateJul 2013
Total AUM$215.7M
Discretionary$214.9M
Non-Disc.$817.2K
Employees5
Clients200
DateMar 2013
Total AUM$215.7M
Discretionary$214.9M
Non-Disc.$817.2K
Employees5
Clients200
DateMar 2013
Total AUM$215.7M
Discretionary$214.9M
Non-Disc.$817.2K
Employees5
Clients200
DateJan 2013
Total AUM$171.8M
Discretionary$168.5M
Non-Disc.$3.3M
Employees5
Clients200
DateOct 2012
Total AUM$171.8M
Discretionary$168.5M
Non-Disc.$3.3M
Employees1
Clients200
DateAug 2012
Total AUM$171.8M
Discretionary$168.5M
Non-Disc.$3.3M
Employees1
Clients200
DateJun 2012
Total AUM$171.8M
Discretionary$168.5M
Non-Disc.$3.3M
Employees1
Clients200
DateJun 2012
Total AUM$171.8M
Discretionary$168.5M
Non-Disc.$3.3M
Employees1
Clients200
DateMar 2012
Total AUM$171.8M
Discretionary$168.5M
Non-Disc.$3.3M
Employees1
Clients200
DateMar 2011
Total AUM$163.5M
Discretionary$153.3M
Non-Disc.$10.2M
Employees5
Clients--
DateAug 2010
Total AUM$121.2M
Discretionary$116.1M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2010
Total AUM$121.2M
Discretionary$116.1M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2009
Total AUM$89.6M
Discretionary$86.4M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2008
Total AUM$109.2M
Discretionary$104.2M
Non-Disc.$5M
Employees5
Clients--
DateNov 2007
Total AUM$110.4M
Discretionary$108M
Non-Disc.$2.4M
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--