Empath Wealth

Overview

Empath Wealth is a small, independent registered investment adviser operating as a limited liability company that provides fee-based financial planning and portfolio management for individuals, families and small businesses. The firm bills primarily through hourly and fixed fees rather than AUM-based percentage fees, signaling a planning-first model where advice and project work are core revenue drivers. Empath Wealth also acts as a capital allocator — deploying client capital into third-party managers and funds when a client’s objectives call for solutions beyond in-house strategies. The firm indicates an active approach to environmental, social and governance (ESG) factors. That suggests ESG considerations are integrated into security selection or manager due diligence rather than treated as an afterthought. Empath Wealth’s advisory activities explicitly include selection of other advisers, so it places measurable emphasis on manager sourcing and monitoring as part of its service set.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices