Empath Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Empath Wealth LLC is a fee‑only, state‑registered investment adviser serving individuals and high‑net‑worth individuals. The firm operates as a single‑advisor practice offering investment management alongside comprehensive financial planning on either an ongoing or project basis, and reports roughly $1.17 million in discretionary assets for a very small client roster.
The firm uses a client‑specific investment policy framework grounded in modern portfolio theory and a blend of passive and active strategies, and it may engage outside managers to implement portions of client portfolios. Financial planning is integrated with investment oversight and the firm explicitly incorporates ongoing monitoring and assessments of client psychology as part of its monthly service model.
Unlike many independent advisers, Empath Wealth does not rely on percentage‑of‑assets‑under‑management fees and instead uses fixed, project, or hourly planning arrangements while including investment management as part of its ongoing planning service. The combination of a very small client base, non‑AUM fee structure, and an explicit focus on behavioral/psychological coaching in the planning process are noteworthy compared with typical solo independent firms.
Client services
Expertise
Occupation focus
Fee options
Up to $6,000 initial fee for Ongoing Financial Planning; up to $12,000 fixed fee for One-Time Project-Based Financial Planning
$500 per hour for Ongoing Project-Based Financial Planning
Recurring fixed monthly fee up to $2,000 for Ongoing Financial Planning
Fee-only: Initial fee up to $6,000 for Ongoing Financial Planning; recurring monthly fixed fee up to $2,000 for Ongoing Financial Planning; $500 per hour for Ongoing Project-Based Financial Planning; One-Time Project-Based Financial Planning fixed fee up to $12,000
Main office
Torrance CA
Advisors at this office
1
Most active in
California
Also doing business as
Empath Wealth · Empath Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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