EMISSARY WEALTH
EMISSARY WEALTH LLC Legal Name
Adviser information for EMISSARY WEALTH last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 677 | $117.4M |
| Non-Discretionary | 0 | $0 |
| Total | 677 | $117.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 113 | $37.2M |
| HNW Individuals | 31 | $80.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 10 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-122285 |
|---|---|
| SEC ERA File Number | 801-122285 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308002 |
| Legal Entity Identifier | None |
Principal Office
2 UNIVERSITY PLAZA DRIVE, SUITE 511HACKENSACK
NJ
United States
Monday - Friday, 9AM - 5PM ET
Tel: 201-853-9103, Fax: None
Chief Compliance Officer
CHRIS CACCHIOLA
FOUNDER
2 UNIVERSITY PLAZA DRIVE, SUITE 511
HACKENSACK
NJ
United States
Tel:
201-853-9103
C****@*****************M
(Full email address available in API data)
Industry Affiliates
| CRESCITA PARTNERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| EMISSARY TAX LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CRESCITA VENTURES LP | Real Estate Fund | $7.2M | $0.1M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CACCHIOLA, CHRISTOPHER, ROBERT | Individual | – | MEMBER & CHIEF COMPLIANCE OFFICER | 02/2020 | > 75% |
| Light, Christina, Marie | Individual | – | CHIEF CLIENT OFFICER | 06/2020 | < 5% |