Eminence Wealth Management Inc.
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 319111
- Website
- eminencewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.82%
- Individuals35.18%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Eminence Wealth Management Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves individual and family clients on a fee basis tied to assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm is not positioned as a capital allocator, does not describe itself as an ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or related adviser. An industry affiliation with a futures commission merchant is reported.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds82%
- Exchange Traded Equities9%
- Cash & Cash Equivalents7%
Contacts
3 of 3
Nicholas Gorry
Investment Adviser RepresentativeCRD 7155310

Chance Robinson
PresidentCRD 7518667

Kiel Lewis
Wealth AdvisorCRD 8145710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 6052 Turkey Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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