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Empire Advisors Wealth Management LLC

Updated today

Client AUM

$22,342,180

Clients

59

Advisors

4

of 4 employees

About

Empire Advisors Wealth Management LLC provides discretionary and non‑discretionary portfolio management to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and offering ongoing portfolio monitoring and asset allocation across mutual funds, equities, ETFs, fixed income, REITs and TIPS. The firm states it acts as a fiduciary for retirement accounts and documents risk tolerance and investment objectives for each client.

The firm’s investment process combines charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis and is implemented primarily through a long‑term trading strategy outlined in each client’s IPS. Empire requires clients to maintain accounts with Charles Schwab and uses Schwab Advisor Services for custody, execution and reporting while stating it seeks best execution and equitable allocation of opportunities among clients.

Empire operates as a small, boutique adviser (three advisors, 15 clients, roughly $17.47 million in discretionary AUM) and its brochure discloses predecessor performance, a practice that is uncommon among peers. The firm is affiliated with an accounting practice (Miller Consulting Group / MCG CPA LLC); the brochure discloses the firm’s partners are active in tax preparation and consulting (reporting dedicated business and outside-business hours and deriving compensation from that business), which the firm notes can present potential conflicts of interest for clients to consider.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management

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Fee options

Percentage

$0 - $100,000: 1.50% $100,000 - $249,999: 1.40% $250,000 - $499,999: 1.35% $500,000 - $999,999: 1.25% $1,000,000 - $1,499,999: 1.20% $1,500,000 - $1,999,999: 1.10% $2,000,000+: 1.00%

Main office

4100 Monument Corner Drive, Suite 450

Fairfax VA 22030

Advisors at this office

4

Most active in

Virginia

Also doing business as

Empire Advisors Wealth Management LLC · Empire Advisors Wealth Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Matthew M

Series 66

Fairfax, VA

Empire Advisors Wealth Management LLC

Matthew Miller is a financial advisor at Empire Advisors Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Advisory Services, Inc. and Avantax Investment Services, Inc. In addition to his advisory role, he owns Miller Consulting Group, LLC, which provides accounting and tax preparation services, and serves on advisory boards for Truist Bank, George Mason University, and Radford University. Empire Advisors Wealth Management LLC is a boutique firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management. The firm employs a long-term trading strategy based on multiple analytical approaches and acts as a fiduciary, providing customized Investment Policy Statements and ongoing portfolio monitoring.

Wealth management Passive / index investing Active portfolio management
user avatar

Fred K

Series 65

Fairfax, VA

Empire Advisors Wealth Management LLC

Fred Krause is a financial advisor at Empire Advisors Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Miller Consulting Group LLC for 19 years. Krause is also a partner at MCG CPA LLC, where he prepares and manages tax and consulting engagements. Empire Advisors Wealth Management LLC provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, employing a long-term trading strategy based on a combination of charting, cyclical, fundamental, quantitative, and technical analysis. The firm acts as a fiduciary for retirement accounts and requires clients to maintain accounts with Charles Schwab.

Wealth management Passive / index investing Active portfolio management
user avatar

Manjot G

Series 65

Fairfax, VA

Empire Advisors Wealth Management LLC

Manjot Grewal is an advisor at Empire Advisors Wealth Management LLC with a Series 65 designation and has been active in the industry since 2014 through prior roles. He is affiliated with Miller Consulting Group, LLC, where he has worked since 2014. Empire Advisors Wealth Management LLC provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, utilizing a combination of charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis within a long-term trading strategy. The firm acts as a fiduciary for retirement accounts and maintains client accounts with Charles Schwab.

Wealth management Passive / index investing Active portfolio management
user avatar

Sharan S

Series 65

Fairfax, VA

Empire Advisors Wealth Management LLC

Sharan Sawhney is a financial advisor with Empire Advisors Wealth Management LLC, holding a Series 65 license and four years of industry experience. Prior to joining Empire Advisors, she worked at Avantax Investment Services, Inc. She is also a CPA and serves as the Director of Tax Services at Miller Consulting Group, LLC, where she is involved in tax preparation and consulting. Empire Advisors Wealth Management LLC provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, preparing customized Investment Policy Statements and offering ongoing portfolio monitoring across various asset classes. The firm employs a blend of investment analysis techniques within a long-term trading strategy and acts as a fiduciary for retirement accounts.

Wealth management Passive / index investing Active portfolio management
View complete list of advisors at this firm
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