EMP Wealth Management LLC
RIASEC Registered
Total AUM
$26.4M
Discretionary
$26.4M
100% of AUM
Avg account
$412K
Accounts
64
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327869
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI44.67%
- Individuals32.93%
- Other19.2%
- Charitable Organizations3.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
EMP Wealth Management LLC is an independent registered investment adviser that serves individual and family clients, with a business model centered on fee-based portfolio management and financial planning. The firm also operates as an insurance broker. Compensation is charged as a percentage of assets under management. EMP reports a focus on fixed-income exposures and does not position itself as an ESG investor or a multi-state adviser.
Assets & Accounts
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
- US Government Bonds63%
- Exchange Traded Equities29%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds3%
Contacts
1 of 1
Earl Johnson
Investment Advisor RepresentativeCRD 1577641
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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