Emerald Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Emerald Wealth Management advises individuals and families, high-net-worth individuals, pension and profit‑sharing plans, and corporations, providing portfolio management, manager selection, and financial planning. The firm also participates in a wrap‑fee program and offers pension consulting as well as educational seminars and workshops.
The firm prepares a written Investment Policy Statement for each client and may use model portfolios, applying fundamental, technical, quantitative analysis and modern portfolio theory with a long‑term core and tactical adjustments. Portfolio management is conducted on a non‑discretionary basis, and the firm refers clients to third‑party advisers after due diligence, accepting fee‑share arrangements and retaining certain 12b‑1 fees in wrap accounts.
Notable differences from many peers include participation as a wrap‑fee program sponsor while reporting approximately $15 million in primarily non‑discretionary AUM, and an affiliated insurance practice whose licensed agent may receive commissionable compensation. The firm also emphasizes public education and outreach (including radio appearances and division speaking) and makes use of both traditional and alternative investments such as hedge funds, private equity, precious‑metal ETFs and TIPS.
Client services
Expertise
Fee options
$500 - $1,000,000: 1.00% - 1.50% annually $1,001,000 - $2,000,000: 0.95% annually $2,000,000+: Negotiable
Insurance sales commissions (not primary source of income)
$150/hour for junior personnel, $350/hour for Ms. Connolly
Account minimum: $10,000 (may be waived at firm's discretion) Minimum fee: $95 annual administrative fee, non-negotiable and non-refundable Fee-only: Financial planning hourly fees: $150/hour for junior personnel, $350/hour for Ms. Connolly
Main office
5000 Birch Street, Suite 3000
Newport Beach CA 92660
Advisors at this office
1
Most active in
California · Idaho · Missouri
Also doing business as
Connolly, Lynne · Emerald Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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