Empirical Asset Management, LLC
Empirical Asset Management, LLC is an SEC-registered wealth manager in Wellesley, MA with $560.0M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Empirical Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155436, SEC 801-71967, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $560.0M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Wellesley, MA
- Employees
- 14
- Clients
- 474
- CRD
- 155436
- Ownership
- SEVEN HILLS FOUNDATION; WADSWORTH, ROBERT, MANNING; DAVIS, WILLIAM, HOLLAND; FISKIO, MARK, HENRY; CALDICOTT, GLENN, ANDREW
How much AUM does Empirical Asset Management, LLC have?
Empirical Asset Management, LLC reported $560.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Empirical Asset Management, LLC?
Disclosed owners and executives of Empirical Asset Management, LLC include SEVEN HILLS FOUNDATION, WADSWORTH, ROBERT, MANNING, DAVIS, WILLIAM, HOLLAND, FISKIO, MARK, HENRY, CALDICOTT, GLENN, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.