EMPIRE ADVISORS WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- FAIRFAX, Virginia
- CRD number
- 324031
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.47%
- Individuals0.53%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Empire Advisors Wealth Management LLC operates as a small, fee-based RIA focused on portfolio management for individuals and small businesses. The firm’s positioning favors equity exposure: its filings show a clear preference for exchange-traded equities as the dominant asset sleeve. Investment activity appears centered on discretionary management, with portfolios likely constructed from a blend of individual stocks, ETFs and mutual funds to meet client objectives. The firm is not an active ESG investor and does not present as a multi-state adviser, suggesting a geographically concentrated client base and a straightforward compliance footprint. Service delivery is aimed at individual and family clients and priced on a percentage-of-AUM basis.
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
- Exchange Traded Equities66%
- Public Funds/Mutual Funds25%
- US Government Bonds8%
- Investment Grade Corp Bonds2%
Contacts
3 of 4FRED KRAUSE
Director of Investment ResearchCRD 7209060
Matthew Miller
PartnerCRD 6969077
Sharan Sawhney
PartnerCRD 7045526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FAIRFAX, VA
FAIRFAX CITY
Location
FAIRFAX, VA
Headquartered in FAIRFAX, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX CITY
- Address
- 4100 Monument Corner Dr
- Time zone
- ET (UTC-5)
- Office locations
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