EMERGENT WEALTH ADVISORS, LLC
CRD #174845 SEC #801-106909 WILLIAMSVILLE, NY 716-828-8390
SEC Registered
Total AUM
$202.9M
Discretionary
$202.9M
Employees
4
Clients
1
Accounts
901
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $241.2M | $241.2M | $0 | 3 | 5 |
| Dec 2025 | $202.9M | $202.9M | $0 | 4 | 5 |
| Jun 2025 | $202.9M | $202.9M | $0 | 4 | 5 |
| Apr 2025 | $202.9M | $202.9M | $0 | 5 | 5 |
| Jan 2025 | $202.9M | $202.9M | $0 | 6 | 5 |
| Jan 2024 | $170.9M | $170.9M | $0 | 6 | 20 |
| Jul 2023 | $142.7M | $142.7M | $0 | 6 | 24 |
| Jan 2023 | $142.7M | $142.7M | $0 | 5 | 24 |
| May 2022 | $134.1M | $134.1M | $0 | 5 | 24 |
| Jan 2022 | $134.1M | $134.1M | $0 | 4 | 24 |
| Aug 2021 | $107.8M | $107.8M | $0 | 4 | 34 |
| Apr 2021 | $107.8M | $107.8M | $0 | 4 | 34 |
| Feb 2021 | $107.8M | $107.8M | $0 | 4 | 34 |
| Jun 2020 | $97M | $97M | $0 | 4 | 31 |
| Jan 2020 | $97M | $97M | $0 | 4 | 31 |
| Jul 2019 | $72.6M | $72.6M | $0 | 4 | 4 |
| Apr 2019 | $72.6M | $72.6M | $0 | 4 | 4 |
| Apr 2019 | $72.6M | $72.6M | $0 | 4 | 4 |
| Mar 2019 | $72.6M | $72.6M | $0 | 4 | 4 |
| Dec 2018 | $70.6M | $70.6M | $0 | 4 | 2 |
| Nov 2018 | $70.6M | $70.6M | $0 | 4 | 2 |
| Jan 2018 | $70.6M | $70.6M | $0 | 3 | 2 |
| Jul 2017 | $63.5M | $63.5M | $0 | 3 | 200 |
| Mar 2017 | $55.8M | $55.8M | $0 | 3 | 200 |
| Mar 2016 | $49M | $49M | $0 | 1 | 0 |
| Jan 2016 | $47M | $47M | $0 | 1 | 0 |
| Nov 2015 | $47M | $47M | $0 | 1 | 0 |
| Nov 2015 | $47M | $47M | $0 | 1 | 0 |
DateDec 2025
Total AUM$241.2M
Discretionary$241.2M
Non-Disc.$0
Employees3
Clients5
DateDec 2025
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees4
Clients5
DateJun 2025
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees4
Clients5
DateApr 2025
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees5
Clients5
DateJan 2025
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees6
Clients5
DateJan 2024
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees6
Clients20
DateJul 2023
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees6
Clients24
DateJan 2023
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees5
Clients24
DateMay 2022
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees5
Clients24
DateJan 2022
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees4
Clients24
DateAug 2021
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees4
Clients34
DateApr 2021
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees4
Clients34
DateFeb 2021
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees4
Clients34
DateJun 2020
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees4
Clients31
DateJan 2020
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees4
Clients31
DateJul 2019
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees4
Clients4
DateApr 2019
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees4
Clients4
DateApr 2019
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees4
Clients4
DateMar 2019
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees4
Clients4
DateDec 2018
Total AUM$70.6M
Discretionary$70.6M
Non-Disc.$0
Employees4
Clients2
DateNov 2018
Total AUM$70.6M
Discretionary$70.6M
Non-Disc.$0
Employees4
Clients2
DateJan 2018
Total AUM$70.6M
Discretionary$70.6M
Non-Disc.$0
Employees3
Clients2
DateJul 2017
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees3
Clients200
DateMar 2017
Total AUM$55.8M
Discretionary$55.8M
Non-Disc.$0
Employees3
Clients200
DateMar 2016
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees1
Clients0
DateJan 2016
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees1
Clients0
DateNov 2015
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees1
Clients0
DateNov 2015
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees1
Clients0