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Empowering Finance, LLC

Empowering Finance, LLC. CRD 310901

Empowering Finance, LLC logo

CRD: 310901

Empowering Finance, LLC

Portland, OR
5032136463
empoweringfinance.com
$37.2M Total AUM
$37.2M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Alpha northInsight +more
Established Date
10-02-2020
Office Locations
1

Office Locations

-- Portland OR

About Empowering Finance, LLC

Empowering Finance is a Portland, OR fee-only fiduciary wealth management and financial planning firm offering hourly or flat-fee engagements (no AUM charges or minimums). The practice focuses on mid-career professionals, wanderers, dreamers and entrepreneurs, and is explicitly LGBTQIA+ friendly. Portfolios are ETF-centric. Woman-owned and affiliated with XY Planning Network and NAPFA.

Team overview

-- AVG AGE
$37.2M AVG AUM / ADVISOR
$413.8K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Oak vertex Frontier fusion

Client Personas

Oak Momentum meridian

Custodian

Matrix vertex Catalyst Delta glacier

Fund Managers

Bridge north

Investment Themes

Legacy Focus Crest momentum

Investment Vehicles

Frontier

Services

Vital Meridian vital Ember quantum Alpha Pathway Capital optima Frontier Optima Bridge north Pathway unison

Technology

Vector Atlas bridge Quantum Element fusion Matrix

Owner & Executives

COREY CATHERINE BEAL

COREY CATHERINE BEAL

Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, President

CRD
#6146939
Ownership
75% or more
(610) 229-8229
summit.oak@insightcapital.com
in linkedin.com/in/legacy-ridge

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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 $37,244,750 --
Non-Discretionary $0 --
Total $37,244,750 --

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Separately Managed Accounts

Total SMA Asset: $37,244,750

$37.2M Total SMA
Equity - Exchange:
61.3%
Cash:
38.7%
Asset class Assets Assets %
Equity - Exchange $3,632,584,231 61.3%
Cash $2,293,328,054 38.7%
Total $5,925,912,285 100.0%

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