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EMERGENT WEALTH ADVISORS, LLC

WILLIAMSVILLE, NY · CRD 174845 · IAPD ↗ · emergentwa.com · 716-828-8390

$249.1MRegulatory AUM
3Advisory reps
3Employees
25Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — EMERGENT WEALTH ADVISORS, LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
January 2026 — EMERGENT WEALTH ADVISORS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2024 — EMERGENT WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.