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 is a small, privately owned LLC that provides fee-based portfolio management primarily to individuals and families. The firm operates on a percentage-of-assets-under-management fee model and focuses its advisory work on individual and small-business portfolios. It identifies as an unclassified adviser and is not positioned as a capital allocator or pension consultant. The firm does not characterize itself as an active ESG investor and appears to operate under a single-state scope rather than as a multi-state adviser. Empire reports an industry affiliation with accounting professionals.

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: 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
  • Matthew Miller

    PartnerCRD 6969077

  • Sharan Sawhney

    PartnerCRD 7045526

  • Manjot Grewal

    PartnerCRD 7169916

Unlock 1 more contacts →

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

FINTRX

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