Audrey
Emerson

Cultivating Wealth

CRD#7626776
Investment Advisor
in Bellingham, WA

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About this Advisor

Audrey Emerson is a financial advisor based in Bellingham, Washington, working with Cultivating Wealth. Audrey has previously held positions at Pro Unlimited (Netflix), Devlo Media, Creative Visions Foundation, Cultivating Wealth, University Of Southern California, and Imax Corp. Audrey has passed the Series 65 regulatory exam and is registered to provide services in Illinois and New York. Currently, Audrey is part of Cultivating Wealth, which operates out of Bellingham, Washington. The firm has 5 employees and manages assets totaling $131.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Cultivating Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Bellingham, WA

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Cultivating Wealth Brokerage Details

Total Assets Under Management

$131,187,017

Total Number of Employees

5

Total Number of Accounts

589

Average Account Size

$222,728

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Audrey Emerson Work History

2021 - Present (4 years)

Cultivating Wealth

2019 - 2021 (2 years)

Pro Unlimited (Netix)

2018 - 2019 (1 year)

Devlo Media

2017 - 2018 (1 year)

Creative Visions Foundation

2017 - 2017 (< 1 year)

Imax Corp

2013 - 2017 (4 years)

University Of Southern California

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Disclosures

Please visit the SEC profile of Audrey Emerson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cultivating Wealth

Lauren Sylvan
Montauk, NY
Audrey Emerson
Bellingham, WA
Rebecca Incledon
Montauk, NY
Caroline Young
Montauk, NY
Sara Stanich
Montauk, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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