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EMERALD WEALTH MANAGEMENT, INC.

CRD 171913

Visit website

5000 BIRCH STREET, SUITE 3000, NEWPORT BEACH, CA, 92660, United States

Phone

(800) 676-9754

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$15K

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals90$15K

All web addresses on file

Official SEC filing: View on IAPD