Emma Lee Haman
Investment adviser representative at Exceptional Wealth & Family Office
12 yearsExperience
1 stateRegistered in
$292.2MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Exceptional Wealth & Family OfficeJun 2026 to now
- Exceptional Wealth Family OfficeJun 2026 to now
- Cwm, LLCJan 2026 to Jun 2026
- Carson WealthApr 2020 to Jun 2026
- Florida's Tree SurgeonsApr 2019 to Apr 2020
- International Gamma Phi BetaJun 2018 to Apr 2019
- Student At the University of Colorado - BoulderAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Exceptional Wealth & Family Office
Legal name: Ec Ventures V LLC
$292.2MAssets managed
206Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7251221
- Firm CRD
- 340444