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Curtis Frank Elijah

Empirical Wealth Management

San Francisco, CA

Seattle, WA

CRD 6033591

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Employer firm

Empirical Wealth Management CRD 152622

$8.43B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Empirical Wealth Management

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-20
  • CA RA
    APPROVED
    Since 2024-09-20

Branch Locations

333 Bush St Suite 1410, San Francisco, CA 94104 • United States

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Wealth Partners Larkspur CA 07/2013 12/2017
Franklin Templeton Investments San Mateo CA 02/2018 09/2024
Empirical Wealth Management San Francisco CA 09/2024 Present
  • 07/2013 → 12/2017
    Private Wealth Partners
    Larkspur, CA
  • 02/2018 → 09/2024
    Franklin Templeton Investments
    San Mateo, CA
  • 09/2024 → Present
    Empirical Wealth Management
    San Francisco, CA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

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