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).
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Total Assets Under Management5,525MILLION
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Total Number of Accounts7,267ACCOUNTS
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Average Account Value$760,312
- 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, 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
James Jones (CRD# 6699732) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 7 years of experience in the finance industry.
Michael Kelly (CRD# 4223175) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 23 years of experience in the finance industry.
Erik Lehr (CRD# 6087553) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 10 years of experience in the finance industry.
Chance Leiseth (CRD# 6122719) is an Investment Advisor Representative working at Empirical Wealth Management in San Francisco, CA and has over 11 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 15 years of experience in the finance industry.
Tassie Medlin (CRD# 6394002) is an Investment Advisor Representative working at Empirical Wealth Management in Bellevue, WA and has over 9 years of experience in the finance industry.
John Miller (CRD# 6872220) 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 Paris (CRD# 5678691) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 5 years of experience in the finance industry.
Brian Reed (CRD# 6281150) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 10 years of experience in the finance industry.
Tanya Rhodes (CRD# 1514188) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 25 years of experience in the finance industry.