Eminence Wealth Management Inc.

RIASEC Registered
Total AUM
$35M
Discretionary
$35M
100% of AUM
Avg account
$139K
Accounts
251
Employees
3
Advisory reps
3

Firm details

Headquarters
Orlando, Florida
CRD number
319111
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

FINTRX

Overview

Eminence Wealth Management Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves individual and family clients on a fee basis tied to assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm is not positioned as a capital allocator, does not describe itself as an ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or related adviser. An industry affiliation with a futures commission merchant is reported.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 9%, Cash & Cash Equivalents 7%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents7%

Contacts

3 of 3
  • Nicholas Gorry

    Nicholas Gorry

    Investment Adviser RepresentativeCRD 7155310

  • Chance Robinson

    Chance Robinson

    PresidentCRD 7518667

  • Kiel Lewis

    Kiel Lewis

    Wealth AdvisorCRD 8145710

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth