RIA Intel›Advisers›Florida›EMINENCE WEALTH MANAGEMENT INC.

EMINENCE WEALTH MANAGEMENT INC.

Advisory

ORLANDO, FL

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in FL

#1,771

of 2,610 advisers by AUM

Average account

$139K

across 251 accounts

AUM per adviser

$12M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$35M

Discretionary AUM$35M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients251

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

251 clients

70 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

MONEY STRATEGIES INC

$35M

LOGAN FINANCIAL PLANNING LLC

$35M

SOUTHERN PORTFOLIO ADVISORS INC

$35M

LEATHERBACK ASSET MANAGEMENT, LLC

PALM BEACH GARDENS, FL

$35M

BROAD REACH WEALTH MANAGEMENT, LLC

$35M

OCEAN BREEZE WEALTH LLC

$35M

Get the full picture on EMINENCE WEALTH MANAGEMENT INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EMINENCE WEALTH MANAGEMENT INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans