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Insights

Acquisition Talent Recent hire of Curtis Elijah from Franklin Templeton signals growth in key client acquisition capabilities and potential for expanded advisory services targeting higher net worth individuals and institutions.

AUM Growth Revenue range of 100M to 250M suggests substantial assets under management with room to cross-sell advanced wealth management solutions, fiduciary services, and strategic planning for affluent clients.

Strategic Investments Active stakes in energy and construction related equities (Scorpio Tankers, Skyline Champion, Louisiana-Pacific) indicate a bias toward specific sectors; offers opportunity to align product offerings with client preferences in those industries.

Tech Enablement Tech stack includes data and analytics tools (FactSet, Google Tracking) and content/SEO tooling, presenting an opening to bundle enhanced research, reporting dashboards, and digital client experience enhancements.

Seattle Growth Based in Seattle with a sizeable mid-market footprint and peers with large nationwide firms; position as a nimble regional alternative may appeal to firms seeking personalized service and cost efficiency.

Similar companies to Empirical Wealth Management

Empirical Wealth Management Tech Stack

Empirical Wealth Management uses 8 technology products and services including Linkedin Insight Tag, Amazon Web Services, WordPress, and more. Explore Empirical Wealth Management's tech stack below.

Empirical Wealth Management's Email Address Formats

Empirical Wealth Management uses at least 4 email formats:
Empirical Wealth Management Email FormatsExamplePercentage
FLast@empirical.netJDoe@empirical.net
92%
First.Last@empirical.netJohn.Doe@empirical.net
5%
Last@empirical.netDoe@empirical.net
1%
LastF@empirical.netDoeJ@empirical.net
2%

Frequently Asked Questions

What is Empirical Wealth Management's phone number?

Minus sign iconPlus sign icon You can contact Empirical Wealth Management's main corporate office by phone at
+1-206-923-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Empirical Wealth Management's official website and social media links?

Minus sign iconPlus sign iconEmpirical Wealth Management's official website is empirical.net and has social profiles on LinkedIn.

How much revenue does Empirical Wealth Management generate?

Minus sign iconPlus sign icon As of August 2026, Empirical Wealth Management's annual revenue is estimated to be $100M - $250M.

What is Empirical Wealth Management's SIC code and NAICS code?

Minus sign iconPlus sign iconEmpirical Wealth Management's SIC code is 6282 - Investment Advice and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Empirical Wealth Management have currently?

Minus sign iconPlus sign iconAs of August 2026, Empirical Wealth Management has approximately 123 employees across 2 continents, including North America and Africa. Key team members include Portfolio Manager: J. Z. S., Financial Advisor And Portfolio Manager: S. C. and Project Manager: T. D. Explore Empirical Wealth Management's employee directory with LeadIQ.

What industry does Empirical Wealth Management belong to?

Minus sign iconPlus sign iconEmpirical Wealth Management operates in the Investment Management industry.

What technology does Empirical Wealth Management use?

Minus sign iconPlus sign iconEmpirical Wealth Management's tech stack includes Linkedin Insight Tag, Amazon Web Services, WordPress, Shopify, Microsoft 365, HubSpot, DocuSign and Box.

What is Empirical Wealth Management's email format?

Minus sign iconPlus sign iconEmpirical Wealth Management's email format typically follows the pattern of FLast@empirical.net. Find more Empirical Wealth Management email formats with LeadIQ.

When was Empirical Wealth Management founded?

Minus sign iconPlus sign iconEmpirical Wealth Management was founded in 2006.
Empirical Wealth Management logo

Empirical Wealth Management

Investment ManagementWashington, United States51-200 Employees

Empirical Wealth Management is an investment management firm based in Seattle, Washington, delivering integrated wealth management through a coordinated team of credentialed professionals. The firm addresses multiple facets of a client’s financial life, pursuing a comprehensive, ongoing approach to wealth stewardship. It operates as a mid-sized registered investment adviser within the investment management industry.

Its client base includes individuals and families seeking thorough, team-driven management of their wealth. In September 2024, the firm announced the addition of Curtis Elijah, formerly with Franklin Templeton, to its Seattle team, reflecting ongoing expansion.

Section iconCompany Overview

Phone number
+1-206-923-****
Website
empirical.net
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2006
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M - $250M

    Empirical Wealth Management's revenue is estimated to be in the range of $100M - $250M

Company Leadership

  • Portfolio Manager at Empirical Wealth Management
    J. Z. S.
    Portfolio Manager
    Mobile Phone
  • Financial Advisor And Portfolio Manager at Empirical Wealth Management
    S. C.
    Financial Advisor And Portfolio Manager
    Mobile Phone
  • Project Manager at Empirical Wealth Management
    T. D.
    Project Manager
    Mobile Phone
  • Principal at Empirical Wealth Management
    B. M.
    Principal
    Mobile Phone
  • Financial Advisor Principal at Empirical Wealth Management
    S. Z.
    Financial Advisor Principal
    Mobile Phone

Employee Directory

  • Associate Financial Advisor at Empirical Wealth Management
    K. F.
    Associate Financial Advisor
    Mobile Phone
  • Financial Advisor at Empirical Wealth Management
    M. R.
    Financial Advisor
    Mobile Phone
  • Financial Advisor at Empirical Wealth Management
    R. M.
    Financial Advisor
    Mobile Phone
  • Financial Advisor at Empirical Wealth Management
    S. R.
    Financial Advisor
    Mobile Phone
  • Administrator at Empirical Wealth Management
    T. G.
    Administrator
    Mobile Phone

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