Eminence Wealth Management Inc.

Overview

Eminence Wealth Management Inc. is an independent registered investment adviser serving individual and family clients, with a business model built around percentage-of-AUM fees. The firm focuses on financial planning, portfolio management for individuals and small businesses, and running educational seminars and workshops. It does not position itself as a capital allocator or a multi-state adviser and is not flagged as an active ESG investor. Investment execution appears to favor pooled public funds rather than heavy direct-equity trading or in-house alternative platform management. The firm maintains a discretionary mandate across its client base, using third-party custodial infrastructure to hold client assets and deploying familiar solutions—mutual funds, annuities and third-party real estate allocations—to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices