Lorne David Enquist
Investment adviser representative at Empirical Wealth Management
15 yearsExperience
4 statesRegistered in
$8.4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Empirical Wealth ManagementJun 2011 to now
- Empirical Financial Services, LLC dba Empirical Wealth MgmtMay 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 4 states (AK, CA, TX, WA).
Empirical Wealth Management
Legal name: Empirical Financial Services, LLC
$8.4BAssets managed
2,400Clients
65Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5270619
- Firm CRD
- 152622