Isaiah
Paul
Empirical Wealth Management
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About this Advisor
Isaiah Paul is a financial advisor based in Irvine, California who has 1 year of industry experience. Paul works at Empirical Wealth Management. Throughout their career, Paul has worked at School, Cws Investments, Empirical Wealth Management and Glean Management, Lp. Paul has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Oregon and Washington. Empirical Wealth Management is a financial advisory firm based out of Seattle, WA. The firm has offices in 11 locations and a total of 65 advisors. It has $4 billion in assets across its 6,280 accounts, making it one of the biggest firms in the nation by assets under management. Of its 6,280 accounts, 62% are held by high-net-worth investors who have at least $1 million in investable assets. Empirical Wealth Management offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on the financial services. Fee types billed by Empirical Wealth Management may include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Empirical Wealth Management Brokerage Details
$4,178,934,091
65
6,280
$665,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Isaiah Paul Work History
Isaiah has been registered as a financial advisor for 1 years.*
Empirical Wealth Management
Glean Management, Lp
Cws Investments
School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Isaiah Paul to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Empirical Wealth Management
Portland, OR
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Irvine, CA
Portland, OR
Anchorage, AK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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