Eminence Wealth Management Inc.

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Client assets under management

$34,984,191

Clients

251

28% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$139,379

About

Eminence Wealth Management provides portfolio management, investment analysis, and financial planning to individuals, families, small businesses, trusts, estates, and corporate entities, and delivers both discretionary asset management and written financial plans. The firm also participates in a wrap-fee platform (AE Wealth’s Direct Asset Management Services) and offers implementation assistance for parts of clients’ plans, including small-business succession planning.

The firm’s investment process combines quantitative, fundamental, technical, and economic analysis to drive model-based asset selection and ongoing portfolio reviews, and it may trade under discretionary authority using limited powers of attorney. Strategies described in the brochure include long- and short-term purchases, strategic asset allocation, and use of ETFs and model portfolios, with explicit acknowledgment of model, market, tax, and liquidity risks.

A noteworthy feature in the brochure is the firm’s offering of educational seminars and workshops on personal finance and investing, presented as educational and non‑solicitous—an offering less common among similar team firms. Leadership is concentrated: the firm’s principal is described as the sole investment professional and also serves as chief compliance officer, and some supervised persons maintain an affiliated insurance practice (generating commission income in their individual capacities), which the firm discloses and says it manages; the brochure further discloses that the firm and its management persons are not registered as futures commission merchants.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Active portfolio management

Fee options

Percentage

$0 - $500,000: 2% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1% $3,000,001 - $5,000,000: 0.50% $5,000,001+: Negotiable

Project-based

$99 to $199 per hour depending on complexity

Main office location

Eminence Wealth Management Inc.

6052 Turkey Lake Rd, Ste. 200

Orlando FL 32819, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 407-572-8244

Advisors at this firm

Kiel L

Series 65

Orlando, FL

Eminence Wealth Management Inc.

Kiel Lewis is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation. He joined the firm in 2025 and has prior work experience at Intuit and Process Basketball. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning to individuals, families, small businesses, trusts, estates, and corporate entities. The firm employs a model-based investment process that integrates quantitative, fundamental, technical, and economic analysis, and offers both discretionary asset management and written financial plans.

Active portfolio management

Avilio S

Series 63, Series 65, Series 66

Orlando, FL

Eminence Wealth Management Inc.

Avilio Sutherland Navea is a financial advisor with Eminence Wealth Management Inc. in Orlando, FL, holding Series 63, 65, and 66 licenses and one year of industry experience. His prior work includes roles at Strong Point Financial and Charles Schwab & Co., Inc. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning to individuals, families, small businesses, trusts, estates, and corporate entities. The firm employs a model-based investment approach combining quantitative, fundamental, technical, and economic analysis, and also offers educational seminars on personal finance and investing.

Active portfolio management

Chance R

Series 65

Orlando, FL

Eminence Wealth Management Inc.

Chance Robinson is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation with two years of industry experience. He has been with Eminence Wealth Management since 2022 and also has experience at Strong Point Financial Inc. since 2015. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide model-based asset selection and offers educational seminars on personal finance and investing.

Active portfolio management

Nicholas G

Series 63, Series 65

Orlando, FL

Eminence Wealth Management Inc.

Nicholas Gorry is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Strong Point Financial and Northwestern Mutual Wealth Management Company. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm employs a model-based investment approach that integrates quantitative, fundamental, technical, and economic analysis, and offers educational seminars on personal finance and investing.

Active portfolio management

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