Emerald Investment Advisers, LLC
● SEC registered since 2025CRD 338769SEC# 801-134558Leola, PA
Reg. AUM
$2.26B
Employees
12
Accounts
189
Location
Leola, PA
Emerald Investment Advisers, LLC assets under management
Emerald Investment Advisers, LLC is an investment advisory firm registered with the SEC based in Leola, PA. The firm has been registered since 2025. It reports $2.3 billion in regulatory assets under management and employs 12 people.
Emerald Investment Advisers, LLC owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Alan Volpe Control | Managing Director | Under 5% | 2025 |
| Emerald Advisers, LLC Control | Direct Owner | Over 75% | 2025 |
| James Andrew Meehan | Chief Compliance Officer | Under 5% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Emerald Investment Advisers, LLC manage?
Emerald Investment Advisers, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Emerald Investment Advisers, LLC have?
Emerald Investment Advisers, LLC reports 12 employees.
Where is Emerald Investment Advisers, LLC located?
Emerald Investment Advisers, LLC is based in Leola, PA and has been SEC-registered since 2025.
Does Emerald Investment Advisers, LLC disclose fund performance?
Emerald Investment Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3175 Oregon Pike, Leola, PA 17540 |
| Phone | 717-556-8900 |
| Fax | 717-556-8899 |
| Office hours | 9:00 To 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.26BNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$2.26Bregulatory AUM
Discretionary $2.26B