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
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.
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.
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.
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.
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.
Shan Zubair (CRD# 5594403) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 15 years of experience in the finance industry.
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.
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.
Helena Dempsey (CRD# 7900466) is an Investment Advisor Representative working at Empirical Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.
Andrew Denny (CRD# 7861832) is an Investment Advisor Representative working at Empirical Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.