Emergent Wealth Advisors, LLC

Emergent Wealth Advisors, LLC (CRD# 174845) is a financial advisory firm headquartered in Williamsville, NY. They manage $170,938,912 in 888 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5500 Main Street, Suite 260, Williamsville, NY 14221
https://www.emergentwa.com/
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    888
    ACCOUNTS
  • Average Account Value
    $192,499
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NY

Financial Advisors at Emergent Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Nicholas Efthemis, financial advisor Williamsville NY
Nicholas J. Efthemis
CRD#: 2821400
5500 Main Street, Suite 260, Williamsville, NY 14221

Nicholas Efthemis (CRD# 2821400) is an Investment Advisor Representative working at Emergent Wealth Advisors, LLC in Williamsville, NY and has over 27 years of experience in the finance industry.

2
Charles Hanny, financial advisor Williamsville NY
Charles E. Hanny
CRD#: 2982732
5500 Main Street, Suite 260, Williamsville, NY 14221

Charles Hanny (CRD# 2982732) is an Investment Advisor Representative working at Emergent Wealth Advisors, LLC in Williamsville, NY and has over 26 years of experience in the finance industry.

3
Andrew Kiefer, financial advisor Williamsville NY
Andrew Kiefer
CRD#: 6484509
5500 Main Street, Suite 260, Williamsville, NY 14221

Andrew Kiefer (CRD# 6484509) is an Investment Advisor Representative working at Emergent Wealth Advisors, LLC in Williamsville, NY and has over 8 years of experience in the finance industry.

4
Jeremy Wagner, financial advisor Williamsville NY
Jeremy D. Wagner
CRD#: 7036635
5500 Main Street, Suite 260, Williamsville, NY 14221

Jeremy Wagner (CRD# 7036635) is an Investment Advisor Representative working at Emergent Wealth Advisors, LLC in Williamsville, NY and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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