EMPIRE ADVISORS WEALTH MANAGEMENT LLC

RIASEC Registered
Total AUM
$22.3M
Discretionary
$22.3M
100% of AUM
Avg account
$379K
Accounts
59
Employees
4
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, Public Funds/Mutual Funds 25%, US Government Bonds 8%, Investment Grade Corp Bonds 2%66%
  • Exchange Traded Equities66%
  • Public Funds/Mutual Funds25%
  • US Government Bonds8%
  • Investment Grade Corp Bonds2%

Contacts

3 of 4
  • FRED KRAUSE

    Director of Investment ResearchCRD 7209060

  • Matthew Miller

    PartnerCRD 6969077

  • Sharan Sawhney

    PartnerCRD 7045526

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth