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Building 2EMPIRICAL WEALTH MANAGEMENT, LLC

Map pinPORTLAND, OR
Phone503-808-9005
NotebookSEC #801-66642
Total AUM
$197.6M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9755 SW BARNES ROAD
SUITE 210
PORTLAND
OR 97225
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
503-808-9005

ReceiptFinancials

Total AUM
$197.6M
Accounts
743
Discretionary
$187.7M
Accounts
727
Non-Discretionary
$9.9M
Accounts
16

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCALAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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