EMERSON WEALTH MANAGEMENT, LLC

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Emerson Wealth Management is based out of Bloomfield Hills. Emerson Wealth Management is a large advisory firm with 162 clients and discretionary assets under management (AUM) of $467,878,307 (Form ADV from 2019-09-01). Their last reported 13F filing for Q3 2020 included $148,284,000 in managed 13F securities and a top 10 holdings concentration of 95.7%. Emerson Wealth Management's largest holding is iShares Russell 1000 ETF with shares held of 431,953. Whalewisdom has at least 8 13F filings

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09/30/2020

13F Activity

  • Market Value $148.284 Million
  • Prior Market Value $141.469 Million
  • New Purchases1 stock
  • Additional Purchases4 stocks
  • Sold out of0 stocks
  • Reduced holdings in13 stocks
  • Top 10 Holdings % 95.70 %
  • Turnover % [1]:4.55%
  • Turnover Alt % [2]: 0.18 %
  • Time Held Top20:5.15 quarters
  • Time Held Top10:4.90 quarters
  • Time Held All:5.82 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16

Performance for Q3 2020: 6.54%
Performance Last 4 Quarters: 1.65%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

EMERSON WEALTH MANAGEMENT, LLC
38710 WOODWARD AVE. SUITE 230
BLOOMFIELD HILLS MI    48304
Country: United States

Business Phone: 248-792-6600
Fax: 248-792-6601
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MI
Number of employees: 5
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 82,382,100
Total Number of Clients: 162
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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EMERSON WEALTH MANAGEMENT, LLC

ownership team - last updated 2020-05-15
Name Title Start Date Direct/Indirect % Ownership
EMERSON, MICHAEL, DONALD OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER 07/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
EMERSON DANKOVICH ADVISORS, INC. OWNER / PRESIDENT direct 2004-04-01
EMERSON WEALTH MANAGEMENT, LLC OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2007-07-01
EMERSON WEALTH MANAGEMENT, LLC OWNER/PRESIDENT direct 2007-07-01
WHITE, KENNETH, HOMER OWNER 01/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EMERSON WEALTH MANAGEMENT, LLC OWNER direct 2018-01-01

EMERSON WEALTH MANAGEMENT, LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

EMERSON WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
EMERSON, MICHAEL, DONALD OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER 07/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
EMERSON DANKOVICH ADVISORS, INC. OWNER / PRESIDENT direct 2004-04-01
EMERSON WEALTH MANAGEMENT, LLC OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2007-07-01
EMERSON WEALTH MANAGEMENT, LLC OWNER/PRESIDENT direct 2007-07-01

EMERSON WEALTH MANAGEMENT, LLC

ownership team - last updated 2017-03-16
Name Title Start Date Direct/Indirect % Ownership
EMERSON, MICHAEL, DONALD OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER 07/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
EMERSON DANKOVICH ADVISORS, INC. OWNER / PRESIDENT direct 2004-04-01
EMERSON WEALTH MANAGEMENT, LLC OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2007-07-01
EMERSON WEALTH MANAGEMENT, LLC OWNER/PRESIDENT direct 2007-07-01

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