Irvine, CA Park Plaza Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Empirical Wealth management
Multi-team
Firm-wide stats for Empirical Wealth management
About
Empirical Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pensions and profit‑sharing plans, and investors in its private pooled vehicle. The firm offers fee‑based discretionary and non‑discretionary investment management, financial planning, tax preparation, retirement‑plan consulting (including tools to manage participant‑directed “held‑away” retirement accounts), a wrap‑fee program, and affiliated insurance, estate‑planning referral and residential real‑estate brokerage services.
Investment decisions are grounded in Modern Portfolio Theory and typically employ 12–21 distinct asset classes to construct diversified model portfolios implemented primarily through mutual funds, ETFs and institutional funds, with targeted strategies such as the Targeted Premium Equity and Targeted Credit sleeves and optional long/short overlays for concentrated positions. Empirical also manages alternative‑strategy offerings, including the Empirical Alternative Income Fund, LP, and may enter into performance‑based fee arrangements with qualified clients while maintaining policies to address side‑by‑side allocation risks.
Compared with many multi‑team advisers, Empirical operates several affiliated businesses—Empirical Properties (a residential brokerage that can offer client rebates), Empirical Insurance (a commission‑based insurance subsidiary), and a referral relationship with Secure Legacy Law Group for estate planning—which creates in‑house capacity across real estate, insurance and legal services. The firm is also an SEC‑registered private‑fund adviser that provides portfolio management to pooled vehicle investors and works with state and municipal retirement clients, services that are less common among similarly sized peers.
Based on Empirical Wealth management
Expertise
Based on Empirical Wealth management
Location
4 Park Plaza Suite #330, 330
Irvine CA 92614
Advisors at this office
6
Advisors at this office
Sogol J
Series 65
Irvine, CA
Empirical Wealth management
Sogol Javan Oskouei is a financial advisor at Empirical Wealth Management with one year of industry experience and holds a Series 65 designation. She has worked at several firms since 2019, including First Foundation Advisors and PWM Planning. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of services including fee-based investment management, financial planning, and retirement-plan consulting, supported by affiliated real estate, insurance, and estate-planning resources.
Luke C
CFP®, Series 65
Irvine, CA
Empirical Wealth management
Luke Cho is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at Fisher Investments for 21 years and joined Empirical Wealth Management in 2023. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, alongside affiliated real estate, insurance, and estate-planning resources.
Isaiah P
Series 66
Irvine, CA
Empirical Wealth management
Isaiah Paul is a financial advisor with Empirical Wealth Management in Irvine, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Empirical in 2022, he worked at Glean Management, LP and CWS Investments. Before his advisory career, he spent sixteen years in education. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering fee-based investment management and financial planning. The firm applies Modern Portfolio Theory across diversified model portfolios and operates several affiliated businesses providing services in real estate, insurance, and estate planning.
Dominic W
CFP®, Series 63
Irvine, CA
Empirical Wealth management
Dominic Wright is a CFP® and Series 63-registered financial advisor with three years of industry experience. He has worked at Empirical Wealth Management since 2025 and previously held roles at Karam Wealth Advisors, Briarwood Financial Planning, and various positions in mortgage and corporate settings. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm utilizes a Modern Portfolio Theory-based investment approach with diversified model portfolios and offers integrated services across real estate, insurance, and estate planning through affiliated businesses.
Aseell H
Series 65
Irvine, CA
Empirical Wealth management
Aseell Hamid is a financial advisor at Empirical Wealth Management in Irvine, CA, holding a Series 65 credential. Hamid has less than one year of industry experience and joined Empirical Wealth Management in 2026. Prior work experience includes roles outside the financial services industry at various establishments including The Olives Branch and multiple restaurants. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning referral, and residential real-estate brokerage services.
Joseph P
CFA®
Irvine, CA
Empirical Wealth management
Joseph Park is a CFA® charterholder affiliated with Empirical Wealth Management in Irvine, CA. He has one year of industry experience, including prior roles at LPL Financial, Bryson Wealth Management, and Northern Trust. Empirical Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a Modern Portfolio Theory-based investment approach across multiple asset classes and offers a range of services such as investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated real estate, insurance, and legal referral businesses.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)