Empirical Wealth Management

Empirical Wealth Management (CRD# 152622) is a financial advisory firm headquartered in Seattle, WA. They manage $4,178,934,091 in 6,280 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,179
    MILLION
  • Total Number of Accounts
    6,280
    ACCOUNTS
  • Average Account Value
    $665,435
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 21 - 30 of 36 top financial advisors.
21
Jessica M. Roks
CRD#: 5731201
1420 5th Ave, Suite 3150, Seattle, WA 98101

Jessica Roks (CRD# 5731201) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 12 years of experience in the finance industry.

22
Dustin M. Rue
CRD#: 5573209
805 Sw Broadway, Suite 2400, Portland, OR 97205

Dustin Rue (CRD# 5573209) is an Investment Advisor Representative working at Empirical Wealth Management in Portland, OR and has over 15 years of experience in the finance industry.

23
Kenneth R. Smith
CRD#: 2598986
1420 5th Ave, Suite 3150, Seattle, WA 98101

Kenneth Smith (CRD# 2598986) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 28 years of experience in the finance industry.

24
Jason P. Sulkosky
CRD#: 4013916
1420 5th Ave, Suite 3150, Seattle, WA 98101

Jason Sulkosky (CRD# 4013916) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 24 years of experience in the finance industry.

25
Mark B. Umek
CRD#: 4593353
805 Sw Broadway, Suite 2400, Portland, OR 97205

Mark Umek (CRD# 4593353) is an Investment Advisor Representative working at Empirical Wealth Management in Portland, OR and has over 21 years of experience in the finance industry.

26
Shan Zubair
CRD#: 5594403
1420 5th Ave, Suite 3150, Seattle, WA 98101

Shan Zubair (CRD# 5594403) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 14 years of experience in the finance industry.

27
Kevin Byrd
CRD#: 7491228
1420 5th Ave, Suite 3150, Seattle, WA 98101

Kevin Byrd (CRD# 7491228) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 2 years of experience in the finance industry.

28
Paige R. Carmona
CRD#: 7057680
333 Bush Street, Suite 1410, San Francisco, CA 94104

Paige Carmona (CRD# 7057680) is an Investment Advisor Representative working at Empirical Wealth Management in San Francisco, CA and has 1 year of experience in the finance industry.

29
Jake Larson
CRD#: 7497337
805 Sw Broadway, Suite 2400, Portland, OR 97205

Jake Larson (CRD# 7497337) is an Investment Advisor Representative working at Empirical Wealth Management in Portland, OR and has over 2 years of experience in the finance industry.

30
Ngoc Phung Pauline Le
CRD#: 7831797
1420 5th Ave, Suite 3150, Seattle, WA 98101

Ngoc Phung Pauline Le (CRD# 7831797) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has 1 year of experience in the finance industry.

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