Empire Wealth Management, LLC

Overview

Empire Wealth Management, LLC is an independent registered investment adviser organized as an LLC and focused on serving individual and family clients. The firm combines financial planning with portfolio management, offering a mix of fee structures including percentage of assets under management, hourly charges and fixed fees. Its client base is small and concentrated—portfolio work appears centered on personalized plans rather than scale-driven product distribution. Public funds and mutual funds form the backbone of client portfolios, while the firm also looks to hedge funds and real estate strategies to supplement traditional asset allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices