EMPIRICAL FINANCIAL SERVICES, LLC
Legal name: EMPIRICAL WEALTH MANAGEMENT
CRD #152622 SEC #801-72168 SEATTLE, WA 206-923-3474
SEC Registered Private Funds
Total AUM
$6.7B
Discretionary
$6.7B
Employees
94
Clients
--
Accounts
8,402
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $6.7B | $6.7B | $7M | 94 | 0 |
| Nov 2025 | $6.7B | $6.7B | $7M | 94 | 0 |
| Aug 2025 | $6.7B | $6.7B | $7M | 94 | 0 |
| Aug 2025 | $6.7B | $6.7B | $7M | 94 | 0 |
| Jul 2025 | $6.7B | $6.7B | $7M | 94 | 0 |
| Mar 2025 | $6.7B | $6.7B | $7M | 94 | 0 |
| Feb 2025 | $5.5B | $5.5B | $6.2M | 78 | 0 |
| Mar 2024 | $5.5B | $5.5B | $6.2M | 78 | 0 |
| Jan 2024 | $4.2B | $4.2B | $5.5M | 65 | 421 |
| Jan 2024 | $4.2B | $4.2B | $5.5M | 65 | 421 |
| Aug 2023 | $4.2B | $4.2B | $5.5M | 65 | 421 |
| Jun 2023 | $4.2B | $4.2B | $5.5M | 65 | 421 |
| Mar 2023 | $4.2B | $4.2B | $5.5M | 65 | 421 |
| Jul 2022 | $4.2B | $4.2B | $7.8M | 50 | 296 |
| Apr 2022 | $4.2B | $4.2B | $7.8M | 50 | 296 |
| Mar 2022 | $4.2B | $4.2B | $7.8M | 50 | 296 |
| Dec 2021 | $3B | $3B | $7.6M | 42 | 311 |
| Dec 2021 | $3B | $3B | $7.6M | 42 | 311 |
| Jul 2021 | $3B | $3B | $7.6M | 42 | 311 |
| Jul 2021 | $3B | $3B | $7.6M | 42 | 311 |
| Mar 2021 | $3B | $3B | $7.6M | 42 | 311 |
| Feb 2021 | $2.7B | $2.7B | $0 | 41 | 315 |
| Sep 2020 | $2.7B | $2.7B | $0 | 41 | 315 |
| Aug 2020 | $2.7B | $2.7B | $0 | 41 | 315 |
| Jul 2020 | $2.7B | $2.7B | $0 | 41 | 315 |
| Jun 2020 | $2.7B | $2.7B | $0 | 41 | 315 |
| Apr 2020 | $2.7B | $2.7B | $0 | 41 | 315 |
| Mar 2020 | $2.7B | $2.7B | $0 | 41 | 315 |
| Jul 2019 | $2B | $2B | $0 | 34 | 288 |
| Apr 2019 | $2B | $2B | $0 | 34 | 288 |
| Mar 2019 | $2B | $2B | $0 | 34 | 288 |
| Feb 2019 | $1.5B | $1.5B | $0 | 28 | 205 |
| Oct 2018 | $1.5B | $1.5B | $0 | 28 | 205 |
| Aug 2018 | $1.5B | $1.5B | $0 | 28 | 205 |
| Jul 2018 | $1.5B | $1.5B | $0 | 28 | 205 |
| Mar 2018 | $1.5B | $1.5B | $0 | 28 | 205 |
| Feb 2018 | $1.5B | $1.5B | $0 | 31 | 205 |
| Sep 2017 | $1.4B | $1.3B | $89.9M | 24 | 900 |
| Sep 2017 | $1.4B | $1.3B | $89.9M | 24 | 900 |
| Jul 2017 | $1.2B | $1.2B | $69.9M | 24 | 900 |
| Apr 2017 | $1.2B | $1.2B | $69.9M | 24 | 900 |
| Mar 2017 | $1.2B | $1.2B | $69.9M | 24 | 900 |
| Jan 2017 | $1.2B | $1.1B | $56.1M | 24 | 900 |
| Nov 2016 | $1.1B | $1.1B | $56.1M | 24 | 900 |
| Oct 2016 | $977M | $939.6M | $37.4M | 21 | 900 |
| Sep 2016 | $977M | $939.6M | $37.4M | 21 | 900 |
| Aug 2016 | $977M | $939.6M | $37.4M | 20 | 800 |
| Aug 2016 | $977M | $939.6M | $37.4M | 20 | 800 |
| Jul 2016 | $977M | $939.6M | $37.4M | 20 | 800 |
| Mar 2016 | $977M | $939.6M | $37.4M | 20 | 800 |
| Nov 2015 | $942M | $921.5M | $20.5M | 22 | 800 |
| Nov 2015 | $942M | $921.5M | $20.5M | 22 | 800 |
| Nov 2015 | $942M | $921.5M | $20.5M | 22 | 800 |
| Nov 2015 | $942M | $921.5M | $20.5M | 22 | 800 |
| Oct 2015 | $942M | $921.5M | $20.5M | 22 | 800 |
| Oct 2015 | $942M | $921.5M | $20.5M | 22 | 800 |
| Aug 2015 | $964.6M | $927.5M | $37.1M | 22 | 800 |
| Aug 2015 | $964.6M | $927.5M | $37.1M | 22 | 800 |
| May 2015 | $942M | $921.5M | $20.5M | 20 | 800 |
| Apr 2015 | $942M | $921.5M | $20.5M | 20 | 800 |
| Apr 2015 | $942M | $921.5M | $20.5M | 20 | 800 |
| Mar 2015 | $942M | $921.5M | $20.5M | 20 | 800 |
| Jan 2015 | $933.3M | $906.2M | $27.1M | 18 | 800 |
| Nov 2014 | $933.3M | $906.2M | $27.1M | 18 | 800 |
| Oct 2014 | $933.3M | $906.2M | $27.1M | 18 | 800 |
| Sep 2014 | $933.3M | $906.2M | $27.1M | 18 | 800 |
| Jul 2014 | $932.1M | $907.6M | $24.5M | 18 | 800 |
| May 2014 | $876.5M | $852.1M | $24.4M | 18 | 800 |
| Apr 2014 | $857.5M | $833.4M | $24.1M | 19 | 700 |
| Mar 2014 | $808.3M | $787.4M | $20.9M | 19 | 700 |
| Jan 2014 | $808.3M | $787.4M | $20.9M | 19 | 700 |
| Mar 2013 | $667.3M | $650.4M | $16.9M | 15 | 400 |
| Jan 2013 | $617.2M | $606.1M | $11M | 15 | 300 |
| Jan 2013 | $617.2M | $606.1M | $11M | 15 | 300 |
| Mar 2012 | $363.9M | $361.5M | $2.4M | 6 | 300 |
| Aug 2011 | $291.1M | $288.2M | $2.9M | 10 | -- |
| Jun 2011 | $291.1M | $288.2M | $2.9M | 10 | -- |
| Mar 2011 | $291.1M | $288.2M | $2.9M | 10 | -- |
| Feb 2011 | $291.1M | $288.2M | $2.9M | 10 | -- |
| Feb 2011 | $291.1M | $288.2M | $2.9M | 10 | -- |
| Feb 2011 | $291.1M | $288.2M | $2.9M | 10 | -- |
DateDec 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$7M
Employees94
Clients0
DateNov 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$7M
Employees94
Clients0
DateAug 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$7M
Employees94
Clients0
DateAug 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$7M
Employees94
Clients0
DateJul 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$7M
Employees94
Clients0
DateMar 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$7M
Employees94
Clients0
DateFeb 2025
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$6.2M
Employees78
Clients0
DateMar 2024
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$6.2M
Employees78
Clients0
DateJan 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$5.5M
Employees65
Clients421
DateJan 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$5.5M
Employees65
Clients421
DateAug 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$5.5M
Employees65
Clients421
DateJun 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$5.5M
Employees65
Clients421
DateMar 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$5.5M
Employees65
Clients421
DateJul 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$7.8M
Employees50
Clients296
DateApr 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$7.8M
Employees50
Clients296
DateMar 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$7.8M
Employees50
Clients296
DateDec 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$7.6M
Employees42
Clients311
DateDec 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$7.6M
Employees42
Clients311
DateJul 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$7.6M
Employees42
Clients311
DateJul 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$7.6M
Employees42
Clients311
DateMar 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$7.6M
Employees42
Clients311
DateFeb 2021
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees41
Clients315
DateSep 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees41
Clients315
DateAug 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees41
Clients315
DateJul 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees41
Clients315
DateJun 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees41
Clients315
DateApr 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees41
Clients315
DateMar 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees41
Clients315
DateJul 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees34
Clients288
DateApr 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees34
Clients288
DateMar 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees34
Clients288
DateFeb 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees28
Clients205
DateOct 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees28
Clients205
DateAug 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees28
Clients205
DateJul 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees28
Clients205
DateMar 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees28
Clients205
DateFeb 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees31
Clients205
DateSep 2017
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$89.9M
Employees24
Clients900
DateSep 2017
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$89.9M
Employees24
Clients900
DateJul 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$69.9M
Employees24
Clients900
DateApr 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$69.9M
Employees24
Clients900
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$69.9M
Employees24
Clients900
DateJan 2017
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$56.1M
Employees24
Clients900
DateNov 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$56.1M
Employees24
Clients900
DateOct 2016
Total AUM$977M
Discretionary$939.6M
Non-Disc.$37.4M
Employees21
Clients900
DateSep 2016
Total AUM$977M
Discretionary$939.6M
Non-Disc.$37.4M
Employees21
Clients900
DateAug 2016
Total AUM$977M
Discretionary$939.6M
Non-Disc.$37.4M
Employees20
Clients800
DateAug 2016
Total AUM$977M
Discretionary$939.6M
Non-Disc.$37.4M
Employees20
Clients800
DateJul 2016
Total AUM$977M
Discretionary$939.6M
Non-Disc.$37.4M
Employees20
Clients800
DateMar 2016
Total AUM$977M
Discretionary$939.6M
Non-Disc.$37.4M
Employees20
Clients800
DateNov 2015
Total AUM$942M
Discretionary$921.5M
Non-Disc.$20.5M
Employees22
Clients800
DateNov 2015
Total AUM$942M
Discretionary$921.5M
Non-Disc.$20.5M
Employees22
Clients800
DateNov 2015
Total AUM$942M
Discretionary$921.5M
Non-Disc.$20.5M
Employees22
Clients800
DateNov 2015
Total AUM$942M
Discretionary$921.5M
Non-Disc.$20.5M
Employees22
Clients800
DateOct 2015
Total AUM$942M
Discretionary$921.5M
Non-Disc.$20.5M
Employees22
Clients800
DateOct 2015
Total AUM$942M
Discretionary$921.5M
Non-Disc.$20.5M
Employees22
Clients800
DateAug 2015
Total AUM$964.6M
Discretionary$927.5M
Non-Disc.$37.1M
Employees22
Clients800
DateAug 2015
Total AUM$964.6M
Discretionary$927.5M
Non-Disc.$37.1M
Employees22
Clients800
DateMay 2015
Total AUM$942M
Discretionary$921.5M
Non-Disc.$20.5M
Employees20
Clients800
DateApr 2015
Total AUM$942M
Discretionary$921.5M
Non-Disc.$20.5M
Employees20
Clients800
DateApr 2015
Total AUM$942M
Discretionary$921.5M
Non-Disc.$20.5M
Employees20
Clients800
DateMar 2015
Total AUM$942M
Discretionary$921.5M
Non-Disc.$20.5M
Employees20
Clients800
DateJan 2015
Total AUM$933.3M
Discretionary$906.2M
Non-Disc.$27.1M
Employees18
Clients800
DateNov 2014
Total AUM$933.3M
Discretionary$906.2M
Non-Disc.$27.1M
Employees18
Clients800
DateOct 2014
Total AUM$933.3M
Discretionary$906.2M
Non-Disc.$27.1M
Employees18
Clients800
DateSep 2014
Total AUM$933.3M
Discretionary$906.2M
Non-Disc.$27.1M
Employees18
Clients800
DateJul 2014
Total AUM$932.1M
Discretionary$907.6M
Non-Disc.$24.5M
Employees18
Clients800
DateMay 2014
Total AUM$876.5M
Discretionary$852.1M
Non-Disc.$24.4M
Employees18
Clients800
DateApr 2014
Total AUM$857.5M
Discretionary$833.4M
Non-Disc.$24.1M
Employees19
Clients700
DateMar 2014
Total AUM$808.3M
Discretionary$787.4M
Non-Disc.$20.9M
Employees19
Clients700
DateJan 2014
Total AUM$808.3M
Discretionary$787.4M
Non-Disc.$20.9M
Employees19
Clients700
DateMar 2013
Total AUM$667.3M
Discretionary$650.4M
Non-Disc.$16.9M
Employees15
Clients400
DateJan 2013
Total AUM$617.2M
Discretionary$606.1M
Non-Disc.$11M
Employees15
Clients300
DateJan 2013
Total AUM$617.2M
Discretionary$606.1M
Non-Disc.$11M
Employees15
Clients300
DateMar 2012
Total AUM$363.9M
Discretionary$361.5M
Non-Disc.$2.4M
Employees6
Clients300
DateAug 2011
Total AUM$291.1M
Discretionary$288.2M
Non-Disc.$2.9M
Employees10
Clients--
DateJun 2011
Total AUM$291.1M
Discretionary$288.2M
Non-Disc.$2.9M
Employees10
Clients--
DateMar 2011
Total AUM$291.1M
Discretionary$288.2M
Non-Disc.$2.9M
Employees10
Clients--
DateFeb 2011
Total AUM$291.1M
Discretionary$288.2M
Non-Disc.$2.9M
Employees10
Clients--
DateFeb 2011
Total AUM$291.1M
Discretionary$288.2M
Non-Disc.$2.9M
Employees10
Clients--
DateFeb 2011
Total AUM$291.1M
Discretionary$288.2M
Non-Disc.$2.9M
Employees10
Clients--