Emerson Wealth Management is an investment advisor in Bloomfield Hills with $634.72 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
IRS number
260970389
SEC advisor number
801-68268
FINRA CRD number
144901
AUM ?
$634.72 mm
(as of 23 Mar 22)
Accounts
720
(as of 23 Mar 22)
Employees
7
(3 investment advisory or research)
Address
Emerson Wealth Management
38710 WOODWARD AVE.
BLOOMFIELD HILLS
MI 48304
38710 WOODWARD AVE.
BLOOMFIELD HILLS
MI 48304
Phone
248 792-6600
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Nov 21
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21
13F-HR
Quarterly holdings report by institutional manager
4 Aug 21
13F-HR
Quarterly holdings report by institutional manager
22 Apr 21
13F-HR
Quarterly holdings report by institutional manager
29 Jan 21
13F-HR
Quarterly holdings report by institutional manager
21 Oct 20
13F-HR
Quarterly holdings report by institutional manager
14 Jul 20