Audrey
Emerson
Cultivating Wealth
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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
Services Offered
Fee Structure
Office Location
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Cultivating Wealth Brokerage Details
$131,187,017
5
589
$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
Cultivating Wealth
Pro Unlimited (Netix)
Devlo Media
Creative Visions Foundation
Imax Corp
University Of Southern California
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
Montauk, NY
Bellingham, WA
Montauk, NY
Montauk, NY
Montauk, NY
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