EMPIRICAL WEALTH MANAGEMENT, LLC
CRD #140103 SEC #801-66642 PORTLAND, OR 503-808-9005
SEC Registered
Total AUM
$182M
Discretionary
$173.6M
Employees
6
Clients
26
Accounts
733
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2012 | $197.6M | $187.7M | $9.9M | 6 | 200 |
| Nov 2012 | $182M | $173.6M | $8.4M | 6 | 200 |
| May 2012 | $182M | $173.6M | $8.4M | 6 | 200 |
| Mar 2012 | $182M | $173.6M | $8.4M | 6 | 200 |
| Dec 2011 | $153.2M | $153.2M | $0 | 6 | 200 |
| Apr 2011 | $171.6M | $171.6M | $0 | 10 | -- |
| Mar 2011 | $171.6M | $171.6M | $0 | 10 | -- |
| Mar 2011 | $171.6M | $171.6M | $0 | 10 | -- |
| Feb 2011 | $171.6M | $171.6M | $0 | 10 | -- |
| Jun 2010 | $292.8M | $291.4M | $1.4M | -- | -- |
| Jun 2010 | $292.8M | $291.4M | $1.4M | -- | -- |
| Feb 2010 | $292.8M | $291.4M | $1.4M | -- | -- |
| Jan 2009 | $292.8M | $291.4M | $1.4M | -- | -- |
| Sep 2008 | $406.6M | $405M | $1.6M | -- | -- |
| Jan 2008 | $406.6M | $405M | $1.6M | -- | -- |
| Nov 2007 | $345.9M | $345.4M | $514K | -- | -- |
| Jan 2007 | $345.9M | $345.4M | $514K | -- | -- |
| Jan 2007 | $345.9M | $345.4M | $514K | -- | -- |
| Dec 2006 | $312.4M | $312.4M | $0 | -- | -- |
| Nov 2006 | $312.4M | $312.4M | $0 | -- | -- |
DateDec 2012
Total AUM$197.6M
Discretionary$187.7M
Non-Disc.$9.9M
Employees6
Clients200
DateNov 2012
Total AUM$182M
Discretionary$173.6M
Non-Disc.$8.4M
Employees6
Clients200
DateMay 2012
Total AUM$182M
Discretionary$173.6M
Non-Disc.$8.4M
Employees6
Clients200
DateMar 2012
Total AUM$182M
Discretionary$173.6M
Non-Disc.$8.4M
Employees6
Clients200
DateDec 2011
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees6
Clients200
DateApr 2011
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$292.8M
Discretionary$291.4M
Non-Disc.$1.4M
Employees--
Clients--
DateJun 2010
Total AUM$292.8M
Discretionary$291.4M
Non-Disc.$1.4M
Employees--
Clients--
DateFeb 2010
Total AUM$292.8M
Discretionary$291.4M
Non-Disc.$1.4M
Employees--
Clients--
DateJan 2009
Total AUM$292.8M
Discretionary$291.4M
Non-Disc.$1.4M
Employees--
Clients--
DateSep 2008
Total AUM$406.6M
Discretionary$405M
Non-Disc.$1.6M
Employees--
Clients--
DateJan 2008
Total AUM$406.6M
Discretionary$405M
Non-Disc.$1.6M
Employees--
Clients--
DateNov 2007
Total AUM$345.9M
Discretionary$345.4M
Non-Disc.$514K
Employees--
Clients--
DateJan 2007
Total AUM$345.9M
Discretionary$345.4M
Non-Disc.$514K
Employees--
Clients--
DateJan 2007
Total AUM$345.9M
Discretionary$345.4M
Non-Disc.$514K
Employees--
Clients--
DateDec 2006
Total AUM$312.4M
Discretionary$312.4M
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$312.4M
Discretionary$312.4M
Non-Disc.$0
Employees--
Clients--