Emerald Wealth Management, Inc.

Emerald Wealth Management, Inc. (CRD# 171913) is a financial advisory firm headquartered in Newport Beach, CA. They manage $6,700,000 in 120 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $55,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MO

Financial Advisors at Emerald Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lynne Connolly
CRD#: 5847918
5000 Birch Street, Suite 3000, Newport Beach, CA 92660
98
Wealthminder
score

Lynne Connolly (CRD# 5847918) is an Investment Advisor Representative working at Emerald Wealth Management, Inc. in Newport Beach, CA and has over 6 years of experience in the finance industry.

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