{"url":"https://nivawealth.com/firms/emissary-wealth-308002","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/308002","regulatoryAum":185055983,"crd":"308002","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5664953","suffix":null,"lastName":"CACCHIOLA","firstName":"CHRISTOPHER","middleName":"ROBERT"},{"crd":"6688163","suffix":null,"lastName":"Light","firstName":"Christina","middleName":"Marie"},{"crd":"7669972","suffix":null,"lastName":"Longa","firstName":"Steven","middleName":"Lewis"},{"crd":"7405711","suffix":null,"lastName":"Mutinsky","firstName":"Jamie","middleName":"Lee"},{"crd":"7587793","suffix":null,"lastName":"Smith","firstName":"Reed","middleName":"A"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-03-14","regulatoryAum":120345426,"clients":116,"employees":8,"offices":1},{"filedOn":"2023-06-26","regulatoryAum":93689636,"clients":151,"employees":7,"offices":1},{"filedOn":"2024-06-30","regulatoryAum":117441682,"clients":144,"employees":7,"offices":1},{"filedOn":"2025-03-21","regulatoryAum":156107176,"clients":181,"employees":7,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":185055983,"clients":230,"employees":6,"offices":4}],"secFileNumber":"801-122285","legalName":"Emissary 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They include 191 individual clients, 38 high-net-worth individuals and 1 pooled investment vehicle.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Emissary Wealth offer?","answer":"Emissary Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Emissary Wealth charge?","answer":"Emissary Wealth charges 0.25%–1.00% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in advance or in arrears, is negotiable and has a $2,500 annual minimum.","source":"EMISSARY WEALTH ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Emissary Wealth use?","answer":"Emissary Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $150M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Emissary Wealth have?","answer":"Emissary Wealth has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Emissary Wealth invest in?","answer":"At the end of its last fiscal year, Emissary Wealth’s separately managed accounts held 81% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 2% U.S. government and agency bonds, 2% state and local bonds and 1% non-exchange-traded equities. 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