Empirical Wealth Management

Empirical Wealth Management (CRD# 152622) is a financial advisory firm headquartered in Seattle, WA. They manage $5,525,184,211 in 7,267 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,525
    MILLION
  • Total Number of Accounts
    7,267
    ACCOUNTS
  • Average Account Value
    $760,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI, WY

Financial Advisors at Empirical Wealth Management
Showing 1 - 10 of 37 top financial advisors.
1
Shannon J. Bene
CRD#: 2691744
805 Sw Broadway Suite 2400, Portland, Or 97205, Suite 2400, Portland, OR 97205

Shannon Bene (CRD# 2691744) is an Investment Advisor Representative working at Empirical Wealth Management in Portland, OR and has over 28 years of experience in the finance industry.

2
Ethan A. Broga
CRD#: 4272080
1420 5th Ave, Suite 3150, Seattle, WA 98101

Ethan Broga (CRD# 4272080) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 23 years of experience in the finance industry.

3
Justin W. Buller
CRD#: 2075899
1420 5th Ave, Suite 3150, Seattle, WA 98101

Justin Buller (CRD# 2075899) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 19 years of experience in the finance industry.

4
Cristina M. Campbell
CRD#: 5508046
2020 Main Street, Suite 340, Irvine, CA 92614

Cristina Campbell (CRD# 5508046) is an Investment Advisor Representative working at Empirical Wealth Management in Irvine, CA and has over 14 years of experience in the finance industry.

5
Chun Kau C. Cheung
CRD#: 3171114
1420 5th Ave, Suite 3150, Seattle, WA 98101

Chun Kau Cheung (CRD# 3171114) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 24 years of experience in the finance industry.

6
Luke Cho
CRD#: 5121085
1300 S El Camino Real, Suite 302, San Mateo, CA 94402

Luke Cho (CRD# 5121085) is an Investment Advisor Representative working at Empirical Wealth Management in San Mateo, CA and has over 18 years of experience in the finance industry.

7
Christopher J. Edwards
CRD#: 5275738
11100 Ne 8th Street, Suite 820, Bellevue, WA 98004

Christopher Edwards (CRD# 5275738) is an Investment Advisor Representative working at Empirical Wealth Management in Bellevue, WA and has over 16 years of experience in the finance industry.

8
Lorne D. Enquist
CRD#: 5270619
1420 5th Ave, Suite 3150, Seattle, WA 98101

Lorne Enquist (CRD# 5270619) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 23 years of experience in the finance industry.

9
Lindsay M. Farnsworth
CRD#: 6521513
1420 5th Ave, Suite 3150, Seattle, WA 98101

Lindsay Farnsworth (CRD# 6521513) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 8 years of experience in the finance industry.

10
Erich R. Gebbie
CRD#: 4470735
1420 5th Ave, Suite 3150, Seattle, WA 98101

Erich Gebbie (CRD# 4470735) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 11 years of experience in the finance industry.

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