Data Factory
Reading the graph
Reading the graph
Venture Capital
Seattle, WA
Empirical Wealth Management provides holistic financial planning, investing, tax strategy, and estate services to create confidence, growth, and peace of mind.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
| Fund | Vintage | Lifecycle | Form D sold | GAV | LPs |
|---|---|---|---|---|---|
| Empirical Venture Capital Fund, LP | 2018 | Wound down | n/a | $0 | 0 |
| Empirical Alternative Income Fund, LP | 2018 | Fundraising | $28.9M | $21.5M | 0 |
| Company | State | Stage | Round size | Partner | Attribution | Observed |
|---|---|---|---|---|---|---|
| Charles Schwab | n/a | n/a | n/a | n/a | Unknown | Sep 16, 2026 |
Also named here, with no published line of their own (reach them through the firm): Conner Clemons (Estate Planning Advisor), Lorne Enquist (Chief Financial Officer | Principal), Mark B. Umek (Senior Financial Advisor | Principal), Michael Kelly (President & Chief Wealth Strategist | Principal), Shan Zubair (Financial Advisor & Member), Simon Liu (Chief Marketing Technology Officer | Principal), Alex Gangl (Financial Advisor), Alex Medin (Financial Advisor), Alexander Bartos (Financial Advisor), Bohan Liu (Financial Advisor), Cameron D. Cole (Financial Advisor), Charles Pyle (Financial Advisor).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan