Empirical Wealth Management
Empirical Wealth Management (CRD# 152622) is a financial advisory firm headquartered in Seattle, WA. They manage $976,963,601 in 3,310 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management977MILLION
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Total Number of Accounts3,310ACCOUNTS
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Average Account Value$295,155
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
AK, AZ, CA, CO, DE, FL, HI, ID, IL, LA, MA, MN, MT, NJ, NV, NY, OR, TX, WA
Allyson Eisenhower (CRD# 5453247) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 8 years of experience in the finance industry.
Michael Kelly (CRD# 4223175) is an Investment Advisor Representative working at Empirical Wealth Management in Portland, OR and has over 17 years of experience in the finance industry. Michael Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kenneth Smith (CRD# 2598986) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 22 years of experience in the finance industry. Kenneth Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Sulkosky (CRD# 4013916) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 17 years of experience in the finance industry. Jason Sulkosky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Shan Zubair (CRD# 5594403) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 8 years of experience in the finance industry. Shan Zubair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Elliott Appel (CRD# 5926520) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 5 years of experience in the finance industry. Elliott Appel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lorne Enquist (CRD# 5270619) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 16 years of experience in the finance industry.
Simon Liu (CRD# 5635019) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 8 years of experience in the finance industry.
Jean Pedersen (CRD# 3231019) is an Investment Advisor Representative working at Empirical Wealth Management in Portland, OR and has over 18 years of experience in the finance industry.
Julia Sipple (CRD# 5598380) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 8 years of experience in the finance industry.