# Emerald Advisors

Emerald Advisors is a Bank / Wealth / Trust based in Bellevue, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bellevue, United States
- **Region:** North America
- **Address:** Bellevue, WA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** emeraldadv.com
- **LinkedIn:** https://www.linkedin.com/company/emeraldadv

## Regulatory record

- **CRD number:** 305125
- **SEC file number:** 801-117515
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305125

## About

Emerald Advisors was founded in 2019 and is headquartered in Bellevue, Washington. The registered investment advisor provides portfolio management and financial planning services to individuals, trusts, estates, foundations, corporations, and other business entities. The firm structures its engagements on both a discretionary and non-discretionary basis, allowing clients to retain varying levels of control over asset allocation decisions. The firm's investment approach centers on traditional wealth management rather than direct private-market dealmaking. The firm has not publicly disclosed specific portfolio holdings, sector concentrations, or a distinct proprietary investment strategy. No direct co-investments, SPVs, or club-deal structures are advertised. Team size and total assets under management are not publicly reported. The Bellevue location positions the firm within a dense ecosystem of technology executives, many of whom require tailored tax, estate, and post-liquidity planning — services Emerald Advisors explicitly includes in its offering alongside core portfolio management. Emerald Advisors operates as a standard fiduciary RIA, a structural posture that legally obligates it to prioritize client interests over product sales. This regulatory architecture — combined with a presence in a high-net-worth suburban market — differentiates it from broker-dealer wealth managers and from the multi-family offices that compete for the same client base with in-house private investment capabilities.

## Questions

### How does Emerald Advisors structure its investment management relationships?

Emerald Advisors offers services on both a discretionary basis — where the firm makes investment decisions on the client's behalf — and a non-discretionary basis, where it advises but the client retains final decision authority. This dual structure is common among RIAs serving clients who want professional management for core assets while keeping direct control over specific positions.

### Who are the principals or key investment decision-makers at Emerald Advisors?

The firm has not prominently disclosed named principals or a public investment committee. RIAs of this size sometimes operate under a single lead advisor or a small partnership, but no leadership lineup is verifiable from the firm's official communications.

## Related profiles

- [Emerald Advisers](https://altss.com/profile/emerald-advisers)
- [Emerald Asset Management](https://altss.com/profile/emerald-asset-management)

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Last updated: 2026-08-11T02:43:31.692Z

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