Emma Mooney
Verum Partners · Charlotte, North Carolina
Emma Mooney is a fee-only financial advisor at Verum Partners in Charlotte, North Carolina. Verum Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Verum Partners |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.01B across 1,560 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7614932 |
| Exams passed | Series 63 (2024) · Series 65 (2026) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | verumpartnership.com |
How Emma's firm compares
- Verum Partners's average account is about $650,000, from its Form ADV (assets managed divided by 1,560 accounts).
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Questions about Emma
Is Emma Mooney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emma holds no broker registration, and Verum Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emma charge for financial advice?
Emma's firm, Verum Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Emma Mooney based?
Emma Mooney is based in Charlotte, North Carolina.
Is Emma Mooney registered with the SEC?
Yes. Emma Mooney is registered as an investment adviser representative in NC (CRD 7614932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verum Partners manage?
Verum Partners reports $1.01B across 1,560 accounts in assets under management.
How do I contact Emma Mooney?
Through Emma's website, verumpartnership.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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