Empire Advisors Wealth Management LLC
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About
Empire Advisors Wealth Management LLC provides portfolio management and investment consulting primarily to individual and high‑net‑worth clients, delivering customized Investment Policy Statements and ongoing portfolio monitoring. The firm limits advice mainly to mutual funds, equities, ETFs, fixed income, REITs and inflation‑protected bonds and offers both discretionary and non‑discretionary services.
The firm’s investment process combines multiple analytical methods—including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory—and emphasizes a long‑term trading approach with documented risk‑tolerance profiles. Accounts are reviewed at least quarterly and clients receive custodial reports reflecting holdings and performance.
Distinctive features disclosed in the brochure include a close affiliation with accounting and tax‑preparation businesses controlled by the firm’s principals, with those outside activities described in Item 10 and identified as a potential conflict of interest. The brochure also notes the firm’s use of predecessor performance in its marketing materials, a practice that is relatively uncommon among peers and that prospective clients may wish to weigh when reviewing the firm’s disclosures and custodial arrangements.
Client services
Expertise
Fee options
$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
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
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