EMP Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 327869
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI44.67%
- Individuals32.93%
- Other19.2%
- Charitable Organizations3.2%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
EMP Wealth Management LLC is an independent Registered Investment Adviser organized as an LLC and owned by an individual. The firm works primarily with individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. It also operates as an insurance broker, which suggests integration of insurance solutions into client plans. Compensation is a mix of a percentage of assets under management and hourly charges. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
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
- US Government Bonds63%
- Exchange Traded Equities29%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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