RIA Intel›Advisers›Massachusetts›EMPIRICAL ASSET MANAGEMENT, LLC

EMPIRICAL ASSET MANAGEMENT, LLC

Advisory

N·WELLESLEY, MA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$560M
1-Year AUM Growth
+42.1%
3-Year CAGR
+31.5%
Employees
10
Assets Under Management
Total AUM$560M
Discretionary AUM$540M
Non-Discretionary AUM$20M
Discretionary %96.4%
Total Clients434
Team
Total Employees10
Investment Advisers14
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record48
First FilingMar 21, 2011
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 48 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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