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EMFO, LLC

WESTON, FL · CRD 289997 · IAPD ↗ · emeraldfamilyoffice.com · 954-385-9624

$501.7MRegulatory AUM
7Advisory reps
19Employees
3Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2024 — EMFO, LLC (WESTON, FL) left the SEC roster (was $501.7M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
48
April 2024 — EMFO, LLC reported RAUM down 39% ($821.7M -> $501.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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