Emerson Wealth Management, LLC

Emerson Wealth Management, LLC (CRD# 144901) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $249,770,014 in 480 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $520,354
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)
  • Other
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.

MI, TX

Financial Advisors at Emerson Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael D. Emerson
CRD#: 2003047
38710 Woodward Ave., Suite 230, Bloomfield Hills, MI 48304
96
Wealthminder
score

Michael Emerson (CRD# 2003047) is an Investment Advisor Representative working at Emerson Wealth Management, LLC in Bloomfield Hills, MI and has over 25 years of experience in the finance industry. Michael Emerson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth H. White
CRD#: 5683559
38710 Woodward Ave., Suite 230, Bloomfield Hills, MI 48304
89
Wealthminder
score

Kenneth White (CRD# 5683559) is an Investment Advisor Representative working at Emerson Wealth Management, LLC in Bloomfield Hills, MI and has over 3 years of experience in the finance industry.

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