This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 8, 2025 and June 3, 2026, reported AUM increased 25.8%, from $6.7B to $8.4B.
Across 5 reported observations, AUM increased 102.3% between July 7, 2022 and June 3, 2026, from $4.2B to $8.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 57 advisory representatives and 2,400 clients, or 42.1 clients per representative. That equates to $3.5M in reported AUM per client.
The profile lists 18 reported office locations and 16 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Empirical Wealth Management's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Empirical Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Empirical Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Empirical Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing