Erik
Lehr
Empirical Wealth Management
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About this Advisor
Erik Lehr is a chartered financial analyst based in Seattle, Washington, with 10 years of industry experience. Lehr currently works for Empirical Wealth Management. During their career, the advisor has held roles at Empirical Wealth Management. Lehr holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Alaska, California, Oregon, Texas and Washington. Empirical Wealth Management is an advisory business operating out of Seattle, WA. The company has offices in 11 locations and a total of 65 people on staff. It controls $4 billion in assets under management between its 6,280 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 6,280 customer accounts, 62% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a number 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 for financial management depend on which service is offered. Fees charged by Empirical Wealth Management can consist of 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
Erik Lehr Work History
Erik has been registered as a financial advisor for 10 years.*
Empirical Wealth Management
Empirical Wealth Management
*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 Erik Lehr 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
Seattle, WA
Seattle, WA
Seattle, WA
Portland, OR
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Irvine, CA
Portland, OR
Seattle, WA
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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