EMERSON WEALTH MANAGEMENT, LLC

HTTP://WWW.EMERSONWEALTH.COM BLOOMFIELD HILLS, MI Investment Advisor How do I update this listing?

Emerson Wealth Management is based out of Bloomfield Hills. Emerson Wealth Management is a large advisory firm with 138 clients and discretionary assets under management (AUM) of $368,214,871 (Form ADV from 2017-09-01). Their last reported 13F filing for Q4 2018 included $103,697,000 in managed 13F securities and a top 10 holdings concentration of 92.68%. Emerson Wealth Management's largest holding is iShares Russell 1000 ETF with shares held of 295,672. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

EMERSON WEALTH MANAGEMENT, LLC
38710 WOODWARD AVE. SUITE 230
BLOOMFIELD HILLS MI    48304
Country: United States

Business Phone: 248-792-6600
Fax: 248-792-6601
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MI
Number of employees: 4
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 72,849,200
Total Number of Clients: 138
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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