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EMP Wealth Management LLC

EMP Wealth Management LLC. CRD 327869

EMP Wealth Management LLC logo

CRD: 327869

EMP Wealth Management LLC

Port Angeles, WA
2066791787
$26.4M Total AUM
$26.4M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
04-11-2024
Office Locations
1

Office Locations

-- Port Angeles WA

About EMP Wealth Management LLC

EMP Wealth Management LLC is a Washington-registered RIA providing fiduciary investment management and financial planning. The firm emphasizes fee transparency, goals-based advice, and risk-managed portfolios designed to pursue targeted returns with minimal necessary risk. Client work is highly personalized with ongoing communication; reported portfolios are largely allocated to U.S. government/agency bonds and ETFs, with custody through Charles Schwab.

Team overview

65 AVG AGE
$26.4M AVG AUM / ADVISOR
$879.9K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Frontier signal

Client Personas

Atlas wave

Custodian

Radial Vertex Element Vital

Investment Themes

Harbor Alpha

Services

Legacy ridge Horizon Crest signal

Owner & Executives

Earl Cameron Johnson

Earl Cameron Johnson

Chief Compliance Officer, Managing Member, Owner

CRD
#1577641
Ownership
75% or more
(725) 229-2613
bridge.crest@peakcapital.com
in linkedin.com/in/insight-north

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $26,398,000 --
Non-Discretionary $0 --
Total $26,398,000 --

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Separately Managed Accounts

Total SMA Asset: $26,398,000

$26.4M Total SMA
U.S. Government/Agency:
28.5%
Equity - Exchange:
32.0%
Cash:
8.4%
Public Funds:
31.1%
Asset class Assets Assets %
U.S. Government/Agency $257,995,671 28.5%
Equity - Exchange $289,679,350 32.0%
Cash $76,040,829 8.4%
Public Funds $281,532,120 31.1%
Total $905,247,970 100.0%

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