Bohan Liu
Investment adviser representative at Empirical Wealth Management
15 yearsExperience
1 stateRegistered in
CFADesignation
$8.4BFirm assets
Are you Bohan Liu? Claim your profile
Contact this firm
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 ManagementOct 2025 to now
- Fisher InvestmentsAug 2022 to Sep 2025
- UnemployedDec 2020 to Aug 2022
- Caida SecuritiesMay 2011 to Dec 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7612793
- Firm CRD
- 152622