Will Theodore
Investment adviser representative at Empirical Wealth Management
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Empirical Wealth ManagementJun 2025 to now
- UnemployedFeb 2025 to Jun 2025
- TigerconnectJun 2022 to Feb 2025
- Southern Glazer's Wine & SpiritOct 2021 to Jun 2022
- UnemployedMay 2021 to Oct 2021
- University of ColoradoAug 2017 to May 2021
- CampsurfJun 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8252836
- Firm CRD
- 152622