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- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-18-2010
- Office Locations
- 18
Office Locations
About Empirical Wealth Management
Empirical Wealth Management is an independent, employee-owned fiduciary serving high-net-worth individuals with complex financial needs. The firm takes a holistic, multi-disciplinary approach that integrates wealth planning and portfolio management, using a goal-based returns framework that factors taxes, fees, inflation, liquidity, laws, and risk. Investment implementation is heavily ETF-based, alongside public funds and municipal/investment-grade bonds. Founded 2006 in Seattle.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENNETH ROBERT SMITH
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2598986
- Ownership
- 50% but less than 75%
LORNE DAVID ENQUIST
Chief Financial Officer, Principal
- CRD
- #5270619
- Ownership
- 10% but less than 25%
Showing 2 of 12 owners & executives
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Eric Arndt
Financial Advisor, General Partner
- CRD
- #7097052
Jordan Alexander Arreola
Associate Financial Advisor
- CRD
- #7951866
Showing 2 of 72 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,425,771,219 | $969,706 |
| Non-Discretionary | $3,197,054 | $3,197,054 |
| Total | $8,428,968,273 | $969,962 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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