# Emissary Wealth

> Emissary Wealth is an SEC-registered investment advisory firm in Hackensack, NJ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 308002
- Filed as: EMISSARY WEALTH
- Legal name: Emissary Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hackensack, NJ
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308002
- AdvisorCensus page: https://advisorcensus.com/firm/emissary-wealth-hackensack-nj-308002

## Quick answers

**How is Emissary Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Emissary Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Emissary Wealth charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $2,500 to $20,000 a year (financial planning services); Hourly rate: $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Emissary Wealth located?**
Emissary Wealth's principal office is in Hackensack, NJ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Emissary Wealth registered with the SEC or a state?**
Emissary Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 308002.

**How much does Emissary Wealth manage?**
Emissary Wealth reports $185,055,983 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Emissary Wealth's assets and staff changed since 2021?**
In the Form ADV data for Emissary Wealth: Regulatory assets under management: $111,592,480 in the October 2021 data and $185,055,983 in the October 2026 data, up 66%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Emissary Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (191); high net worth individuals (38); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Emissary Wealth use?**
Emissary Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Emissary Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308002

**Does Emissary Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Adviser does not require a minimum account value to open or maintain an account."

**What changed in Emissary Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $156,107,176 to $185,055,983 (+19%). Registered or notice-filed in FL, NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> Adviser does not require a minimum account value to open or maintain an account.

- Flat fee: $2,500 to $20,000 a year (financial planning services)

> Adviser is compensated for financial planning services primarily by a fixed fee that typically ranges from $2,500 to $20,000 per year based on the complexity of a client’s financial situation

- Hourly rate: $300 an hour (financial planning services)

> Alternatively, Adviser may render financial planning services on an hourly basis at a rate of $300 per hour, subject to negotiation at Adviser’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $185,055,983
- Discretionary: $185,055,983
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 191 | $58,601,916 |
| High net worth individuals | 38 | $107,956,064 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $18,498,003 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, NC, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Rutherford, NJ

### Websites listed on Form ADV (Item 1.I)
- emissarywealth.com
- LinkedIn @emissary-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $111,592,480 | 5 | August 10, 2021 |
| October 2022 | $120,345,426 | 8 | August 8, 2022 |
| October 2023 | $93,689,636 | 7 | September 19, 2023 |
| October 2024 | $117,441,682 | 7 | June 30, 2024 |
| October 2025 | $156,107,176 | 7 | March 21, 2025 |
| October 2026 | $185,055,983 | 6 | March 30, 2026 |

Regulatory assets under management: $111,592,480 in the October 2021 data and $185,055,983 in the October 2026 data, up 66%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $156,107,176 to $185,055,983 (+19%).
- Registered or notice-filed in FL, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Emissary Wealth (CRD 308002): Form ADV filing data as of October 2026.