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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-03-2023
- Office Locations
- 1
Office Locations
About Eminence Wealth Management Inc.
Eminence Wealth Management Inc. is a Florida-registered RIA providing retirement-focused wealth management for individuals and families in or nearing retirement, serving Central Florida from Orlando with a Tampa satellite. Its Retirement Insider Plan integrates health care, income, investment, tax, and legacy planning, with ongoing implementation and portfolio management. The firm supports outreach via workshops/webinars and the Retirement Insider Podcast, and works with custodians including Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Chance Josef Robinson
Chief Compliance Officer, Founder
- CRD
- #7518667
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nicholas James Gorry
--
- CRD
- #7155310
Kiel Allison Lewis
--
- CRD
- #8145710
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,984,191 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,984,191 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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