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Helena Zhu Dempsey

Empirical Wealth Management

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About Helena Zhu Dempsey

Helena Zhu Dempsey is an investment advisor representative with Empirical Wealth Management. Helena is registered with the state of Washington and holds a Series 65 license and a SIE license. Helena has a history of working in the financial and consulting sectors, including roles at Amazon, The Brattle Group, and Cornell University. Helena specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and portfolio management for pooled investment vehicles.

Firm Information

Helena Dempsey is currently registered with Empirical Wealth Management. Empirical Wealth Management is a Seattle, Washington-based firm managing over $5.5 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, pooled investment vehicles, and charitable organizations. Their services encompass financial planning, portfolio management, pension consulting, and tax preparation. With a team of 59 investment advisors, they provide customized investment solutions tailored to individual needs and risk tolerances.
Empirical Wealth Management

1420 5TH AVE

SEATTLE, WA 98101

$5.53B

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation and insurance services

Tax preparation and insurance services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Helena Dempsey’s Registration & Firm History

WA

04/08/2024 - Present

Empirical Wealth Management (BELLEVUE WA)

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Licenses & Designations

IA

Issued 04/04/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Helena Zhu Dempsey.
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