Emerald Advisors, LLC
● SEC registered since 2019CRD 305125SEC# 801-117515Bellevue, WA
Reg. AUM
$941.4M
Employees
11
Accounts
983
Location
Bellevue, WA
Emerald Advisors, LLC assets under management
Emerald Advisors, LLC is an investment advisory firm registered with the SEC based in Bellevue, WA. The firm has been registered since 2019. It reports $941.4 million in regulatory assets under management and employs 11 people.
Emerald Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Glen Smith Control | Sole Member And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Emerald Advisors, LLC manage?
Emerald Advisors, LLC reports $941.4 million in regulatory assets under management on its Form ADV.
How many employees does Emerald Advisors, LLC have?
Emerald Advisors, LLC reports 11 employees.
Where is Emerald Advisors, LLC located?
Emerald Advisors, LLC is based in Bellevue, WA and has been SEC-registered since 2019.
Does Emerald Advisors, LLC disclose fund performance?
Emerald Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3055 112th Ave NE, Suite 206, Bellevue, WA 98004 |
| Phone | (425) 458-3853 |
| Fax | 425-458-3234 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1802611 |
| Discloses disciplinary history | No |
Regulatory AUM
$941.4M▲ 39%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$941.4Mregulatory AUM
Discretionary $938.4MNon-discretionary $3M