Overview
Assets Under Management: $238 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 106
Average Client Assets: $2.2 million
Frequently Asked Questions
EMPYRION WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105888), EMPYRION WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
EMPYRION WEALTH MANAGEMENT, INC. is headquartered in ROSEVILLE, CA.
EMPYRION WEALTH MANAGEMENT, INC. serves 106 high-net-worth clients according to their SEC filing dated April 28, 2023. View client details ↓
According to their SEC Form ADV, EMPYRION WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
EMPYRION WEALTH MANAGEMENT, INC. manages $238 million in client assets according to their SEC filing dated April 28, 2023.
According to their SEC Form ADV, EMPYRION WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $2.2 million
Total Client Accounts: 358
Discretionary Accounts: 358
Regulatory Filings
CRD Number: 105888
Filing ID: 1758439
Last Filing Date: 2023-04-28 15:14:00