Emerald BAY Wealth Management LLC
SEC RegisteredWe are a different kind of wealth management firm.
About the firm
Emerald Bay Wealth Management LLC offers a fully integrated approach to wealth management with a focus on fiduciary responsibility and private family wealth management. The firm believes in empowering clients by including all relevant family members in the investment management process and providing clear, flexible, thoughtful investment solutions that consider the needs of future generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, private family wealth management, and fully integrated wealth management solutions.
Who they serve
Private families and individuals seeking wealth management, including all relevant family members such as women, men, and children.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $2.5M |
| High Net Worth Individuals | 32 | $196M |
| State/Municipal Entities | 2 | — |
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10M | 0.80% |
| Above $10M | 0.60% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 BAY Wealth Management 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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