EMERGENT WEALTH ADVISORS, LLC
  • EMERGENT WEALTH ADVISORS, LLC
  • CORNERSTONE FINANCIAL PLANNING LLC

Adviser Profile

As of Date 01/27/2026
Registration SEC, Approved, 11/16/2015
Other registrations (1)
ADV Location WILLIAMSVILLE, NY, United States
Contact Info 716 xxxxxxx
Websites
AUM* 249,075,065 23%
of that, discretionary 249,075,065 23%
Number of Employees 3 -40%
of those in investment advisory functions 3 -40%
Private Fund GAV* 0
Avg Account Size 258,645 15%
% High Net Worth 20.00% 9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

249M 213M 178M 142M 107M 71M 36M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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