Eminence Wealth Management Inc.

RIASEC Registered
Total AUM
$35M
Discretionary
$35M
100% of AUM
Avg account
$139K
Accounts
251
Employees
3
Advisory reps
3

Firm details

Headquarters
Orlando, Florida
CRD number
319111
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

FINTRX

Overview

Eminence Wealth Management Inc. is an independent, privately owned registered investment adviser operating as a corporation and serving individual and family clients. The firm charges advisory fees based on a percentage of assets under management and focuses on traditional wealth management services: financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. It does not position itself as an ESG investor, pension consultant, multi-state adviser, or capital allocator; its business model centers on fee-based portfolio management rather than running proprietary funds or acting as a family office. Eminence maintains a single-office structure and lists a Futures Commission Merchant among its industry affiliations, indicating at least some operational connections to futures clearing or execution channels. The firm reports that it is not a newly formed adviser and that its owner type is an individual practitioner rather than a corporation or institutional owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 9%, Cash & Cash Equivalents 7%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents7%

Contacts

3 of 3
  • Nicholas Gorry

    Nicholas Gorry

    Investment Adviser RepresentativeCRD 7155310

  • Kiel Lewis

    Kiel Lewis

    Wealth AdvisorCRD 8145710

  • Chance Robinson

    Chance Robinson

    PresidentCRD 7518667

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth