Eminence Wealth Management Inc.
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 319111
- Website
- eminencewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.82%
- Individuals35.18%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Eminence Wealth Management Inc. is an independent, privately owned registered investment adviser operating as a corporation and serving individual and family clients. The firm charges advisory fees based on a percentage of assets under management and focuses on traditional wealth management services: financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. It does not position itself as an ESG investor, pension consultant, multi-state adviser, or capital allocator; its business model centers on fee-based portfolio management rather than running proprietary funds or acting as a family office. Eminence maintains a single-office structure and lists a Futures Commission Merchant among its industry affiliations, indicating at least some operational connections to futures clearing or execution channels. The firm reports that it is not a newly formed adviser and that its owner type is an individual practitioner rather than a corporation or institutional owner.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities9%
- Cash & Cash Equivalents7%
Contacts
3 of 3
Nicholas Gorry
Investment Adviser RepresentativeCRD 7155310

Kiel Lewis
Wealth AdvisorCRD 8145710

Chance Robinson
PresidentCRD 7518667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 6052 Turkey Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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