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Emerald Wealth Management
EMERALD WEALTH MANAGEMENT, INC. is a state-registered investment adviser in NEWPORT BEACH, CA. The firm manages approximately $15,000 in regulatory assets.
Overview
EMERALD WEALTH MANAGEMENT, INC. is a state-registered investment adviser in NEWPORT BEACH, CA. The firm manages approximately $15,000 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
1996
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Woodbury, NY, United States
Principals
Michele T. Kroll
President, Chief Compliance Officer
Jeffrey S. Kroll
Managing Member
Frequently asked questions
How does Emerald Wealth Management source clients?
The firm's client acquisition is deeply tied to its origin as a CPA practice. Many relationships have transitioned from tax preparation clients into full wealth-management engagements over multi-year periods. This creates a funnel that is referral-heavy and trust-based, rather than marketing-led.
What is Emerald's known posture on co-investments alongside external GPs?
Based on available regulatory filings and the absence of any partnership disclosures, Emerald does not appear to sponsor or participate in co-investment vehicles alongside external general partners. Its model is that of a traditional wealth manager, not a deal-by-deal syndicate.
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