EMERANT WEALTH, LLC
CRD #282538 SEC #801-107187 BIRMINGHAM, AL (205) 871-3334
SEC Registered
Total AUM
$62.8M
Discretionary
$62.8M
Employees
2
Clients
101
Accounts
398
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2021
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAUSEY, STEVEN, CLAY | I | SECRETAY/TREASURER | NA | Control |
| CAUSEY, STEVEN, CLAY | I | SECRETAY/TREASURER | NA | Control |
| CAUSEY, STEVEN, CLAY | I | SECRETAY/TREASURER | NA | Control |
| CAUSEY, STEVEN, CLAY | I | SECRETAY/TREASURER | NA | Control |
| CAUSEY, STEVEN, CLAY | I | SECRETAY/TREASURER | NA | Control |
| CAUSEY, STEVEN, CLAY | I | SECRETAY/TREASURER | NA | Control |
| CAUSEY, STEVEN, CLAY | I | SECRETARY/TREASURER | NA | Control |
| CAUSEY, STEVEN, CLAY | I | SECRETARY/TREASURER | NA | Control |
| CAUSEY, STEVEN, CLAY | I | SECRETARY/TREASURER | NA | Control |
| CAUSEY, STEVEN, CLAY | I | SECRETARY/TREASURER | NA | Control |
| COX, JOHN, BROWN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COX, JOHN, BROWN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COX, JOHN, BROWN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COX, JOHN, BROWN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HICKS, LARRY, KELLY | I | VICE PRESIDENT | NA | Control |
| HICKS, LARRY, KELLY | I | VICE PRESIDENT | NA | Control |
| HICKS, LARRY, KELLY | I | VICE PRESIDENT | NA | Control |
| JOHNSON, ANDREA, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, ANDREA, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, ANDREA, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, ANDREA, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NICHOLS, MELANIE, LUTHER | I | VICE PRESIDENT | NA | Control |
| NICHOLS, MELANIE, LUTHER | I | VICE PRESIDENT | NA | Control |
| NICHOLS, MELANIE, LUTHER | I | VICE PRESIDENT | NA | Control |
| NICHOLS, MELANIE, LUTHER | I | VICE PRESIDENT | NA | Control |
| NICHOLS, MELANIE, LUTHER | I | VICE PRESIDENT | NA | Control |
| NICHOLS, MELANIE, LUTHER | I | VICE PRESIDENT | NA | Control |
| NICHOLS, MELANIE, LUTHER | I | VICE PRESIDENT | NA | Control |
| NICHOLS, MELANIE, LUTHER | I | VICE PRESIDENT | NA | Control |
| NICHOLS, MELANIE, LUTHER | I | VICE PRESIDENT | NA | Control |
| NICHOLS, MELANIE, LUTHER | I | VICE PRESIDENT | NA | Control |
| REIDINGER, JOSHUA, LAYNE | I | PRESIDENT | NA | Control |
| REIDINGER, JOSHUA, LAYNE | I | PRESIDENT | NA | Control |
| REIDINGER, JOSHUA, LAYNE | I | PRESIDENT | NA | Control |
| REIDINGER, JOSHUA, LAYNE | I | PRESIDENT | NA | Control |
| REIDINGER, JOSHUA, LAYNE | I | PRESIDENT | NA | Control |
| REIDINGER, JOSHUA, LAYNE | I | PRESIDENT | NA | Control |
| REIDINGER, JOSHUA, LAYNE | I | PRESIDENT | NA | Control |
| REIDINGER, JOSHUA, LAYNE | I | PRESIDENT | NA | Control |
| REIDINGER, JOSHUA, LAYNE | I | PRESIDENT | NA | Control |
| REIDINGER, JOSHUA, LAYNE | I | PRESIDENT | NA | Control |
| RUSSELL, JUSTIN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSELL, JUSTIN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSELL, JUSTIN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSELL, JUSTIN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSELL, JUSTIN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSELL, JUSTIN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSELL, JUSTIN, THOMAS | I | CHIEF OPERATING OFFICER | NA | Control |
| RUSSELL, JUSTIN, THOMAS | I | CHIEF OPERATING OFFICER | NA | Control |
| RUSSELL, JUSTIN, THOMAS | I | CHIEF OPERATING OFFICER | NA | Control |
| RUSSELL, JUSTIN, THOMAS | I | CHIEF OPERATING OFFICER | NA | Control |
| THOMPSON, IRBY, JONES | I | VICE PRESIDENT | NA | Control |
| THOMPSON, IRBY, JONES | I | VICE PRESIDENT | NA | Control |
| THOMPSON, IRBY, JONES | I | VICE PRESIDENT | NA | Control |
| THOMPSON, IRBY, JONES | I | VICE PRESIDENT | NA | Control |
| THOMPSON, IRBY, JONES | I | VICE PRESIDENT | NA | Control |
| THOMPSON, IRBY, JONES | I | VICE PRESIDENT | NA | Control |
| WARREN AVERETT ASSET MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| WARREN AVERETT ASSET MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| WARREN AVERETT ASSET MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| WARREN AVERETT ASSET MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| WARREN AVERETT ASSET MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| WARREN AVERETT ASSET MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| WARREN AVERETT ASSET MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| WARREN AVERETT ASSET MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| WARREN AVERETT ASSET MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| WARREN AVERETT ASSET MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CUNNINGHAM, JAMES, WILLIAMS | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| CUNNINGHAM, JAMES, WILLIAMS | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| CUNNINGHAM, JAMES, WILLIAMS | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| CUNNINGHAM, JAMES, WILLIAMS | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| ELLIOTT, MARY, FRANKS | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| ELLIOTT, MARY, FRANKS | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| ELLIOTT, MARY, FRANKS | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| ELLIOTT, MARY, FRANKS | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| ELLIOTT, MARY, FRANKS | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| ELLIOTT, MARY, FRANKS | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| Harry, April | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| Harry, April | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| Harry, April | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| Harry, April | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| Harry, April | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| Harry, April | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| Harry, April | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| Harry, April | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| Harry, April | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| Harry, April | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| STABLER, RICHARD, MOORE | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| STABLER, RICHARD, MOORE | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| STABLER, RICHARD, MOORE | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| STABLER, RICHARD, MOORE | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| STABLER, RICHARD, MOORE | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| STABLER, RICHARD, MOORE | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| STABLER, RICHARD, MOORE | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| STABLER, RICHARD, MOORE | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| STABLER, RICHARD, MOORE | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| STABLER, RICHARD, MOORE | I | WARREN AVERETT COMPANIES, LLC | F | Control |
| WARREN AVERETT COMPANIES, LLC | DE | WARREN AVERETT ASSET MANAGEMENT, LLC | E | Control |
| WARREN AVERETT COMPANIES, LLC | DE | WARREN AVERETT ASSET MANAGEMENT, LLC | E | Control |
| WARREN AVERETT COMPANIES, LLC | DE | WARREN AVERETT ASSET MANAGEMENT, LLC | E | Control |
| WARREN AVERETT COMPANIES, LLC | DE | WARREN AVERETT ASSET MANAGEMENT, LLC | E | Control |
| WARREN AVERETT COMPANIES, LLC | DE | WARREN AVERETT ASSET MANAGEMENT, LLC | E | Control |
| WARREN AVERETT COMPANIES, LLC | DE | WARREN AVERETT ASSET MANAGEMENT, LLC | E | Control |
| WARREN AVERETT COMPANIES, LLC | DE | WARREN AVERETT ASSET MANAGEMENT, LLC | E | Control |
| WARREN AVERETT COMPANIES, LLC | DE | WARREN AVERETT ASSET MANAGEMENT, LLC | E | Control |
| WARREN AVERETT COMPANIES, LLC | DE | WARREN AVERETT ASSET MANAGEMENT, LLC | E | Control |
| WARREN AVERETT COMPANIES, LLC | DE | WARREN AVERETT ASSET MANAGEMENT, LLC | E | Control |
Registrations
Federal
IA
Mar 30, 2021 REGISTERED
Notice Filings (5)
AL FL GA LA TX
Address
600 UNIVERSITY PARK PLACESUITE 501
BIRMINGHAM, AL 35209
United States
Phone: (205) 871-3334