EMDE Wealth Management

Managing Member John Emde is the firm's principal and the named individual responsible for portfolio construction and risk management. SEC filings list him as the control person, and the firm's structure — a limited liability company with a small client count — implies he is directly executing the hedging and allocation decisions. EMDE does not appear to employ a separate CIO or investment committee distinct from its founder.

The firm's edge is portfolio implementation, not security selection. EMDE builds concentrated energy-equity portfolios for clients whose wealth is tied to the sector and then layers systematic hedging programs — using options, futures, or structured products — to mitigate the severe drawdowns that characterize energy cycles. This is a risk-engineering approach that requires specialist derivatives expertise and a deep understanding of Houston's energy-finance ecosystem.

EMDE is an asset manager that provides bespoke managed accounts to a small number of clients. It is not a family office, though its high-touch, concentrated model shares some service characteristics with a single-family office. The firm's Texas registration and client-count disclosures suggest it is an advisory practice serving fewer than a half-dozen institutional-grade family relationships with significant energy exposure.

EMDE focuses almost exclusively on public equities within the energy and industrial sectors, complemented by derivatives overlays for risk mitigation. It does not operate in venture capital or private equity. The strategy is liquid and transparent, favoring large-cap producers, midstream operators, and oilfield service companies that can be hedged efficiently with exchange-traded or over-the-counter derivatives.

While the underlying public equities are globally listed — including multinational supermajors and internationally active service companies — the firm's operational intelligence and client relationships are grounded in Houston and the Texas energy economy. The hedging programs are designed around the correlation dynamics between Permian Basin activity, Gulf Coast infrastructure, and global crude benchmarks.

No. EMDE does not publish an AUM figure. Given the firm's small team and minimal public footprint, it likely operates below the $100 million regulatory threshold that would require broader SEC registration and public ADV filings. The practice is built for discretion and concentrated relationships rather than institutional scale.

There is no indication that EMDE participates in co-investments, club deals, or pooled fund structures. The firm's model is managed accounts with client-specific hedging overlays — a bespoke structure that does not lend itself to commingled co-investment vehicles. EMDE positions itself as an advisor to capital, not a syndicator of deals.