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RIA / WealthAdvisorChartered Financial Analyst14 years in industry

ERIK JAMES LEHR

Advisor at EMPIRICAL WEALTH MANAGEMENT

Portland, OR | SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a99c2a5e-8bbd-4ed3-bd52-cf6420a4b4d6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Oct 3, 2015 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Erik James Lehr

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EMPIRICAL WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 2
Registered states: 5
Designations: Chartered Financial Analyst
Exams: S65
First exam: Nov 15, 2013
First registration: Oct 3, 2015
Dual registered: no
Other names: ERIK LEHR
IAPD individual key: 6087553

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIRECTIONAL FINANCIAL SERVICES	Independent wealth	Dec 13, 2018	n/a	yes	SEATTLE, WA\|Portland, OR	Current employment
EMPIRICAL WEALTH MANAGEMENT	Independent wealth	Nov 22, 2013	n/a	yes	SEATTLE, WA\|Portland, OR	Current employment
DIRECTIONAL FINANCIAL SERVICES	Independent wealth	Oct 3, 2015	Dec 15, 2017	no	SEATTLE, WA	Previous registration

Relationships

Registered with (2)

→ DIRECTIONAL FINANCIAL SERVICESRegistered adviserregistration: previous registration
Oct 3, 2015 to Dec 15, 2017factForm ADV
→ EMPIRICAL WEALTH MANAGEMENTRegistered adviserregistration: current employment
Nov 22, 2013 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a99c2a5e-8bbd-4ed3-bd52-cf6420a4b4d6
First observed: Oct 3, 2015
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ERIK JAMES LEHR

Advisor at EMPIRICAL WEALTH MANAGEMENT

Portland, OR | SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a99c2a5e-8bbd-4ed3-bd52-cf6420a4b4d6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:09 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

DIRECTIONAL FINANCIAL SERVICES

Independent wealth

Dec 13, 2018

n/a

yes

SEATTLE, WA|Portland, OR

Current employment

EMPIRICAL WEALTH MANAGEMENT

Independent wealth

Nov 22, 2013

n/a

yes

SEATTLE, WA|Portland, OR

Current employment

DIRECTIONAL FINANCIAL SERVICES

Independent wealth

Oct 3, 2015

Dec 15, 2017

SEATTLE, WA

Previous registration