EMPIRICAL WEALTH MANAGEMENT

1420 5th Ave
Suite 3150
Seattle, Washington 98101
Tel: 206-923-3474

About EMPIRICAL WEALTH MANAGEMENT

EMPIRICAL WEALTH MANAGEMENT, formally registered with the SEC as EMPIRICAL WEALTH MANAGEMENT. The firm was established in 02/23/2011. They have over 15 offices throughout the country.

EMPIRICAL WEALTH MANAGEMENT is a Seattle, Washington based Financial Planning firm with nearly $5,525,184,211 assets under management, offering retirement planning & investment advisory services to 7267 clients. The firm is staffed with 78 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152622
SEC#	801-72168
Assets Managed by Firm	$5,525,184,211
No. of Clients	7267
No. of Advisors	78

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (TAX PREPARATION AND INSURANCE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	7267	$5,525,184,211
Individuals (other than high net worth individuals)	521	$260,965,470
High net worth individuals	1448	$5,123,447,362
Charitable organizations	Fewer than 5 clients	$8,623,655
Corporations or other businesses	Fewer than 5 clients	$107,751,872

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