Empirical Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

152622

SEC number

801-72168

Firm type

RIA

Assets under management

$8.4B as of Jun 3, 2026

Website

www.linkedin.com/company/empirical-wealth-management ↗

Phone

206-923-3474

Address

1420 5th Ave, Seattle, WA, 98101

Advisors at this firm

66 in our index · page 2 of 2

• Kelly Jane RomanoCRD 4849823 · Portland, OR
  IA RegisteredRegistration inactive
• Dustin Michael RueCRD 5573209 · Portland, OR
  IA RegisteredRegistration inactive
• Jack Edward RimbachCRD 7464511 · Menlo Park, CA
  IA RegisteredRegistration inactive
• Jorge Luis RosasCRD 7398704 · Portland, OR
  IA Registered
• Kenneth Robert SmithCRD 2598986 · Seattle, WA
  IA Registered
• Jack Zheng SunCRD 5726481 · San Mateo, CA
  IA Registered
• Michael Kusumoto SangerCRD 7816720 · Irvine, CA
  IA Registered
• Quinn SnellCRD 6742124 · Seattle, WA
  IA Registered
• Will TheodoreCRD 8252836 · Los Angeles, CA
  IA Registered
• Robert Dale ThomasCRD 7195021 · Irvine, CA
  IA Registered
• Robert ThomasCRD 7748063 · Seattle, WA
  IA Registered
• Mark Bret UmekCRD 4593353 · Portland, OR
  IA Registered
• Yisha WangCRD 6442222 · Walnut Creek, CA
  IA RegisteredRegistration inactive
• Dominic Anthony WrightCRD 6869560 · Irvine, CA
  IA RegisteredRegistration inactive
• Eva Aihua XuCRD 6117337 · San Mateo, CA
  IA Registered
• Shan ZubairCRD 5594403 · Irvine, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.