EA
EMERALD ADVISORS, LLC
SEC RegisteredBELLEVUE, WAhttps://emeraldadv.com(425) 458-3853
Assets Under Management
$500M–$1B
Employees
11
Office Locations
1 office
Total Accounts
983
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Services
retirement_planninginvestment_managementfinancial_planning
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 64 | $26M |
| High Net Worth Individuals | 151 | $915M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Michael Glen Smith
SOLE MEMBER AND CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
WA
BELLEVUEHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#305125
SEC Number
801-117515
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | 0.90% |
| $2,000,000 - $5,000,000 | 0.80% |
| $5,000,000 - $10,000,000 | 0.70% |
| $10,000,000 - $25,000,000 | 0.60% |
| Above $25,000,000 | 0.50% |
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
emeraldadv.comPhone
(425) 458-3853Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EMERALD ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.