Emerson Wealth, LLC info
Emerson Wealth, LLC (SEC CIK 1766671) first filed with the SEC on 2019-02-05 (Form 13F-HR) and has filed 16 times since, including 15 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 38710 WOODWARD AVE., SUITE 230, BLOOMFIELD HILLS, MI, 48304.
- Name: Value Emerson Wealth, LLC.
- SEC CIK: Value 1766671.
- State of organization: Value —.
- Business address: Value 38710 WOODWARD AVE., SUITE 230, BLOOMFIELD HILLS, MI, 48304.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Emerson Wealth, LLC |
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| SEC CIK | 1766671 |
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| State of organization | |
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| Business address | 38710 WOODWARD AVE., SUITE 230, BLOOMFIELD HILLS, MI, 48304 |
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| Mailing address | 38710 WOODWARD AVE., SUITE 230, BLOOMFIELD HILLS, MI, 48304 |
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| Phone | 248 792-6600 |
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| Fiscal year end | December 31 |
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| Former names | Emerson Wealth Management, LLC (2019-02-05 to 2021-04-22) |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2019-02-05 (Form 13F-HR) |
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| Latest SEC filing | 2022-08-03 (Form 13F-HR) |
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| Filings on EDGAR | 16 |
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| First Form 13F-HR | 2019-02-05 (quarter ended 2018-12-31) |
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| Latest Form 13F-HR | 2022-08-03 (quarter ended 2022-06-30) |
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| Form 13F-HR filings | 15 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2022 | 3 | 3 |
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| 2021 | 5 | 4 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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