Empire Advisors Wealth Management LLC
Firm details
- Headquarters
- Fairfax, Virginia
- CRD number
- 324031
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.47%
- Individuals0.53%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Empire Advisors Wealth Management LLC is a small, privately owned LLC that provides fee-based portfolio management primarily to individuals and families. The firm operates on a percentage-of-assets-under-management fee model and focuses its advisory work on individual and small-business portfolios. It identifies as an unclassified adviser and is not positioned as a capital allocator or pension consultant. The firm does not characterize itself as an active ESG investor and appears to operate under a single-state scope rather than as a multi-state adviser. Empire reports an industry affiliation with accounting professionals.
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
- Exchange Traded Equities66%
- Public Funds/Mutual Funds25%
- US Government Bonds8%
- Investment Grade Corp Bonds2%
Contacts
3 of 4Matthew Miller
PartnerCRD 6969077
Sharan Sawhney
PartnerCRD 7045526
Manjot Grewal
PartnerCRD 7169916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fairfax, VA
Fairfax City
Location
Fairfax, VA
Headquartered in Fairfax, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax City
- Address
- 4100 Monument Corner Dr
- Time zone
- ET (UTC-5)
- Office locations
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