EMP Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 327869
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI44.67%
- Individuals32.93%
- Other19.2%
- Charitable Organizations3.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
EMP Wealth Management LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves individual and family clients and combines traditional advisory work—financial planning and portfolio management for individuals and small businesses—with insurance brokerage activities. Its billing mixes a percentage-of-assets-under-management fee and hourly charges. EMP does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser.
Assets & Accounts
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
- US Government Bonds63%
- Exchange Traded Equities29%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds3%
Contacts
1 of 1
Earl Johnson
Investment Advisor RepresentativeCRD 1577641
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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