Empirical Wealth Management
Registered investment advisor · Seattle, Washington · CRD #152622
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Empirical Wealth Management
Empirical Wealth Management is a registered investment advisor based in Seattle, Washington. Founded in 2006, the firm has been operating under its current structure since 2012 and manages over $6.7 billion in discretionary assets. With a team of 28 employees, Empirical generates approximately $15.5 million in annual revenue. The company offers a wide range of integrated wealth management services, including investment management, financial planning, tax services, retirement consulting, estate
Fee Structure
Frequently Asked Questions
What is Empirical Wealth Management's AUM?
Empirical Wealth Management reports approximately $8.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Empirical Wealth Management headquartered?
Empirical Wealth Management is headquartered in Seattle, Washington.
What is Empirical Wealth Management's CRD number?
Empirical Wealth Management's CRD number is 152622. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Empirical Wealth Management manage?
Empirical Wealth Management manages approximately 8,690 client accounts according to its latest SEC filing.
Is Empirical Wealth Management SEC registered?
Yes, Empirical Wealth Management is registered with the SEC as an investment adviser with an approved registration status.
Similar advisors in Washington
Research firms like Empirical Wealth Management at scale
Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.
Start Free Trial