Empirical Wealth Management Revenue and Competitors

Seattle, WA USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Empirical Wealth Management's estimated annual revenue is currently $18.2M per year.(i)
  • Empirical Wealth Management's estimated revenue per employee is $227,000

Employee Data

  • Empirical Wealth Management has 80 Employees.(i)
  • Empirical Wealth Management grew their employee count by 3% last year.

Empirical Wealth Management's People

NameTitleEmail/Phone
1
COOReveal Email/Phone
2
Director InsuranceReveal Email/Phone
3
Director Business Development and Strategic InitiativesReveal Email/Phone
4
Chief Investment Officer | PrincipalReveal Email/Phone
5
Chief Marketing Technology OfficerReveal Email/Phone
6
Director Tax and Wealth Transfer | PrincipalReveal Email/Phone
7
Chief Compliance OfficerReveal Email/Phone
8
Marketing ManagerReveal Email/Phone
9
Tax ManagerReveal Email/Phone
10
Senior Tax ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$3.7M23-4%N/AN/A
#2
$25.7M1136%N/AN/A
#3
$5.8M327%N/AN/A
#4
$19.5M8626%N/AN/A
#5
$5.4M303%N/AN/A
#6
$6M336%N/AN/A
#7
$6M33-20%N/AN/A
#8
$6.5M36-12%N/AN/A
#9
$8.2M457%N/AN/A
#10
$29.7M1318%N/AN/A
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What Is Empirical Wealth Management?

Empirical, headquartered in Seattle, WA works with and services clients with a commitment to excellence in investment + tax + financial advisory services.  Empirical has offices in Seattle, WA | Bellevue, WA | Portland, OR | Irvine, CA | Anchorage, AK | Friday Harbor, WA | Spokane, WA and services clients all over the country and beyond.    The company was created for the sole purpose of providing financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth. Our mission is to provide you with the most effective, unbiased investment and financial planning advice available. Rather than just being another Financial Advisor, Empirical strives to be a Personal Financial Advocate, working to help our clients make consistently smart financial choices. We accomplish this by weighing each financial decision within the context of an overall customized financial plan. This strategy is simple, yet profound for our clients: the greater the number of prudent financial choices our clients make, the more quickly clients will get to where they want to be.  Empirical strives to do all that we can to help capitalize and realize those very possibilities.

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N/A

Total Funding

80

Number of Employees

$18.2M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Empirical Wealth Management News

2022-04-20 - Why Silvercrest (SAMG) is a Top Dividend Stock for Your Portfolio

Silvercrest Asset Management Group Inc. (SAMG): Free Stock Analysis ... After all, empirical research shows a strong correlation between...

2022-04-19 - Comerica (CMA) Q1 Earnings & Revenues Miss, Fee Income Falls

... and 51.4% at Commercial Bank and Wealth Management, respectively. ... After all, empirical research shows a strong correlation between...

2019-09-08 - SPDR S&P 500 ETF Trust (NYSEARCA:SPY) Position ...

Empirical Financial Services LLC d.b.a. Empirical Wealth Management trimmed its holdings in shares of SPDR S&P 500 ETF Trust ...

2019-09-03 - Mcdonald's Corp (NYSE:MCD) Stake Boosted by Empirical ...

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Mcdonald's Corp (NYSE:MCD) by ...

2019-09-03 - Empirical Financial Services LLC dba Empirical Wealth ...

Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its stake in shares of Schwab Emerging Markets Equity ETF ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$11.6M808%$60.5M
#2
$21.6M804%N/A
#3
$16.4M803%N/A
#4
$15M803%N/A
#5
$15M808%N/A