# Emerald Wealth Management

Emerald Wealth Management is a Multi Family Office based in Newport Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Woodbury, NY, United States
- **Founded:** 1996
- **Assets under management:** Under $500M (Altss estimate)
- **Website:** emeraldwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/emerald-wealth-management-inc

## Regulatory record

- **CRD number:** 171913
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171913

## About

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.

## People

- Michele T. Kroll — President, Chief Compliance Officer
- Jeffrey S. Kroll — Managing Member

## 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.

## Related profiles

- [Scarecrow Trading](https://altss.com/profile/scarecrow-trading-inc)
- [USCF Advisers](https://altss.com/profile/uscf-advisers)

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Last updated: 2026-07-06T01:24:15.921Z

Canonical page: https://altss.com/profile/emerald-wealth-management-inc

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