Investment adviser · CRD 140103

EMPIRICAL WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

PORTLAND, OR, United States · Form ADV filed Dec 21, 2012

Regulatory AUM
$198M
Form ADV · Item 5.F
Client accounts
743
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 21, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

9755 SW BARNES ROAD, SUITE 210
PORTLAND, OR, 97225, United States

CRD 140103

Filing source

Form ADV 687622 · Dec 21, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.