A complete list of active advisors currently associated with Emory Wealth LLC
Warmer can help you find a great advisor at Emory Wealth LLC or one who fits your needs even better.
The firm provides discretionary asset management and comprehensive financial planning to high‑net‑worth individuals, trusts, estates, and retirement plan sponsors. It also offers ERISA plan services, acting as a limited‑scope 3(21) fiduciary for qualified retirement plans. Portfolio management is tailored to documented client objectives, time horizons and risk tolerances and implemented under discretionary authority with periodic monitoring and rebalancing. Investment analysis incorporates a mix of fundamental, technical/charting and cyclical methods, and the firm documents client restrictions and investment policy statements to guide decisions. Notable differences from many peers include its pension consulting role and explicit ERISA 3(21) services for plan sponsors, as well as the principal’s outside activity as an insurance agent (disclosed as consuming a small portion of time and resulting in separate compensation). The firm operates on a boutique scale (roughly four dozen client relationships and about $12.1 million in assets under management) and does not require an account minimum.
To learn more about the advisors currently working at Emory Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 8
|
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