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EMPIRICAL WEALTH MANAGEMENT
SEATTLE, WA
206-923-3474
SEC #801-72168Total AUM
$8.4B
Employees
94Clients
2,401Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1420 5TH AVE
SUITE 3150
SEATTLE
WA 98101
United States
SUITE 3150
SEATTLE
WA 98101
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
206-923-3474
Other Offices
17
Financials
Total AUM
$8.4B
Accounts
8,690Discretionary
$8.4B
Accounts
8,689Non-Discretionary
$3.2M
Accounts
1
Clients
Individual Clients
555AUM
$267.7M
HNW Individual Clients
1,839AUM
$8B
Pooled Vehicle Clients
1AUM
$16.4M
Charitable Organization Clients
5AUM
$19.5M
Corporation or Business Clients
1AUM
$140.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
TAX PREPARATION, INSURANCE SERVICES, AND REAL ESTATE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.