Emerald Wealth Management, Inc.

Emerald Wealth Management, Inc. (CRD# 171913) is a financial advisory firm headquartered in Newport Beach, CA. They manage $10,000,000 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5000 Birch Street, Suite 3000, Newport Beach, CA 92660
http://www.emeraldwealthmgmt.com
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $111,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
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, financial advisor Newport Beach CA
Lynne Connolly
CRD#: 5847918
5000 Birch Street, Suite 3000, Newport Beach, CA 92660

Lynne Connolly (CRD# 5847918) is an Investment Advisor Representative working at Emerald Wealth Management, Inc. in Newport Beach, CA and has over 13 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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