BBB Accredited Business Profile

Empirical Wealth Management LLC

Empirical Wealth Management LLC

(503) 808-9005

Empirical Wealth Management LLC

11 years in business
9755 SW Barnes Rd Ste 210
Portland, OR 97225-6681
Fax Numbers
  • (503) 808-9006
  • (907) 929-1137
Additional Phone Numbers
  • (800) 317-6018
  • (907) 331-4984
Additional Email Addresses
BBB File Opened: 08/03/2010
Business Started: 12/02/2005
Business Started Locally: 12/02/2005
Business Incorporated: 12/02/2005 in OR
Type of Entity
Limited Liability Company
Business Management
  • Mrs. Hwa Park, COO
  • Ms. Shannon Contreras, Operations Manager
  • Ms. Lindsay Farnsworth, Operations Manager
  • Mr. Jack Monteith, Member
  • Mr. Kenneth R Smith, Member
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Financial Consultants - No License Required
  • Retirement Planning Service
  • Investment Management
  • NAICS: Investment Advice
  • Business Consultants

Service Area
This company's two branch locations service Portland OR and Surrounds, and Anchorage AK and Surrounds, with headquarters located in Seattle WA., ANCHORAGE, AK, ELMENDORF AFB, AK, FORT RICHARDSON, AK, FT RICHARDSON, AK, INDIAN, AK, JBER, AK
Alternate Business Names
  • Empirical Financial Services LLC
  • Empirical Financial Services
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



This company offers investment management services.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

M: 9:00 AM-5:00 PM
T: 9:00 AM-5:00 PM
W: 9:00 AM-5:00 PM
Th: 9:00 AM-5:00 PM
F: 9:00 AM-5:00 PM
S: Closed
Su: Closed
Monday through Friday 8:00am - 5:00pm
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Empirical Wealth Management LLC

Empirical Wealth Management LLC


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