# Emergent Wealth Advisors

Emergent Wealth Advisors is a Bank / Wealth / Trust based in Williamsville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Williamsville, United States
- **Region:** North America
- **Address:** Williamsville, NY, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** emergentwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/emergent-wealth-advisors-llc

## Regulatory record

- **CRD number:** 174845
- **SEC file number:** 801-106909
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174845

## About

Emergent Wealth Advisors is a financial advisory firm offering a modern approach to wealth management. They provide customized, comprehensive wealth planning integrated with expert investment management, along with retirement plan consulting and financial planning services. Their approach is client-focused and boutique in style, emphasizing tailored personal advice so clients can make confident, educated choices about their financial life.

## Questions

### What regulatory structure governs the firm?

The firm operates as a registered investment adviser, which imposes fiduciary duties including the obligation to act in clients' best interests. RIAs in New York are subject to oversight by the SEC or state regulators depending on assets under management thresholds.

## Related profiles

- [Emergent Global Investments](https://altss.com/profile/emergent-global-investments)
- [EmergingWealth Investment Management](https://altss.com/profile/emergingwealth-investment-management)

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Last updated: 2026-08-11T15:06:42.396Z

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