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EMISSARY WEALTH

HACKENSACK, NJ · CRD 308002 · IAPD ↗ · emissarywealth.com · 201-853-9103

$185.1MRegulatory AUM
4Advisory reps
6Employees
9Clients
101-250Planning clients
1Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — EMISSARY WEALTH notice-filed in FL, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — EMISSARY WEALTH added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
December 2025 — EMISSARY WEALTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2025 — EMISSARY WEALTH notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — EMISSARY WEALTH reported RAUM up 33% ($117.4M -> $156.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — EMISSARY WEALTH reported RAUM up 25% ($93.7M -> $117.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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