Eminence Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eminence Wealth Management provides portfolio management, investment analysis, and financial planning to individuals, families, small businesses, trusts, estates, and corporate entities, and delivers both discretionary asset management and written financial plans. The firm also participates in a wrap-fee platform (AE Wealth’s Direct Asset Management Services) and offers implementation assistance for parts of clients’ plans, including small-business succession planning.
The firm’s investment process combines quantitative, fundamental, technical, and economic analysis to drive model-based asset selection and ongoing portfolio reviews, and it may trade under discretionary authority using limited powers of attorney. Strategies described in the brochure include long- and short-term purchases, strategic asset allocation, and use of ETFs and model portfolios, with explicit acknowledgment of model, market, tax, and liquidity risks.
A noteworthy feature in the brochure is the firm’s offering of educational seminars and workshops on personal finance and investing, presented as educational and non‑solicitous—an offering less common among similar team firms. Leadership is concentrated: the firm’s principal is described as the sole investment professional and also serves as chief compliance officer, and some supervised persons maintain an affiliated insurance practice (generating commission income in their individual capacities), which the firm discloses and says it manages; the brochure further discloses that the firm and its management persons are not registered as futures commission merchants.
Client services
Expertise
Fee options
$0 - $500,000: 2% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1% $3,000,001 - $5,000,000: 0.50% $5,000,001+: Negotiable
$99 to $199 per hour depending on complexity
Main office
6052 Turkey Lake Rd, Ste. 200
Orlando FL 32819
Advisors at this office
3
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Kiel L
Series 65
Orlando, FL
Eminence Wealth Management Inc.
Kiel Lewis is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Eminence Wealth Management, he worked at Intuit for five years and was involved with Process Basketball for three years. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm uses a model-based investment approach that combines quantitative, fundamental, technical, and economic analysis and offers both discretionary asset management and educational seminars on personal finance and investing.
Chance R
Series 65
Orlando, FL
Eminence Wealth Management Inc.
Chance Robinson is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation with two years of industry experience. He has been with Eminence Wealth Management since 2022 and also has experience at Strong Point Financial Inc. since 2015. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide model-based asset selection and offers educational seminars on personal finance and investing.
Nicholas G
Series 63, Series 65
Orlando, FL
Eminence Wealth Management Inc.
Nicholas Gorry is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Strong Point Financial. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm employs a model-based investment approach combining quantitative, fundamental, technical, and economic analysis, and also offers educational seminars on personal finance and investing.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")