Updated October 23, 2023
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Empirical Wealth Management

Investment Advisor Firm
Total assets under management$4.2B
Years in business18+

About Empirical Wealth Management

Empirical Wealth Management, headquartered in Seattle, WA, is a distinguished registered investment advisory firm with a national presence, including offices in Bellevue, Spokane, Portland, San Francisco, Los Gatos, and Irvine. They are committed to delivering excellence in investment, tax, and financial advisory services.

Empirical serves a diverse clientele, including high-net-worth individuals, families, non-profit organizations, and company retirement plans. Their approach is rooted in the wisdom of decades of academic research, hands-on experience, and advanced education, all aimed at helping clients grow and safeguard their wealth.

Their strategy is simple yet powerful: By helping clients make prudent financial choices, they accelerate the journey toward financial goals. Empirical leverages a team of experts specializing in investments, tax planning, financial planning, and estate planning to offer proactive and coordinated strategies, instilling confidence in clients that they are on the right path to financial success.

Pricing options

Monthly Fee
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Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Retirement Planning
  3. Tax Planning
  4. Financial Planning
  5. Estate Planning

More about Empirical Wealth Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
15262234

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Pricing options

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Assets Under Management

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