Empirical Wealth Management
Empirical Wealth Management (CRD# 152622) is a financial advisory firm headquartered in Seattle, WA. They manage $4,166,875,809 in 5,560 accounts and serve the financial needs of clients across 34 states (or territories).
-
Total Assets Under Management4,167MILLION
-
Total Number of Accounts5,560ACCOUNTS
-
Average Account Value$749,438
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI
Shannon Bene (CRD# 2691744) is an Investment Advisor Representative working at Empirical Wealth Management in Portland, OR and has over 26 years of experience in the finance industry. Shannon Bene 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.
Richard Boyer (CRD# 2291798) is an Investment Advisor Representative working at Empirical Wealth Management in San Francisco, CA and has over 29 years of experience in the finance industry. Richard Boyer 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.
Ethan Broga (CRD# 4272080) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 21 years of experience in the finance industry. Ethan Broga 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.
Justin Buller (CRD# 2075899) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 17 years of experience in the finance industry.
Cristina Campbell (CRD# 5508046) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 12 years of experience in the finance industry. Cristina Campbell 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.
Chun Kau Cheung (CRD# 3171114) is an Investment Advisor Representative working at Empirical Wealth Management in San Francisco, CA and has over 22 years of experience in the finance industry.
Christopher Edwards (CRD# 5275738) is an Investment Advisor Representative working at Empirical Wealth Management in Bellevue, WA and has over 14 years of experience in the finance industry. Christopher Edwards 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 21 years of experience in the finance industry.
Lindsay Farnsworth (CRD# 6521513) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 6 years of experience in the finance industry.
Jaime Fry (CRD# 5678691) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 3 years of experience in the finance industry.