# Emory Wealth LLC

> Emory Wealth LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 333375
- Filed as: EMORY WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333375
- AdvisorCensus page: https://advisorcensus.com/firm/emory-wealth-llc-333375

## Quick answers

**How is Emory Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Emory Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Emory Wealth LLC registered with the SEC or a state?**
Emory Wealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333375.

**How much does Emory Wealth LLC manage?**
Emory Wealth LLC reports $12,101,093 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**What types of clients does Emory Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (6).

**Does Emory Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333375

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,101,093
- Discretionary: $12,101,093
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $5,684,154 |
| High net worth individuals | 6 | $6,416,939 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- emorywealth.com
- Facebook facebook.com
- LinkedIn @emory-wealth
- LinkedIn @harris-michael

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Emory Wealth LLC (CRD 333375): Form ADV filing data as of October 2026.