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$1.5M reported client assets across 1 advisory firms in FY2019 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Emergent Wealth Advisors, Llc | $1.5M | $97.0M | 1.5% | 01/22/2020 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.