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Alexander JASON Gangl

Alexander J. Gangl

EMPIRICAL WEALTH MANAGEMENT | Vice President, Financial Advisor
San Francisco, CA 94104
CRD#: 5270889
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Alexander JASON Gangl
Alexander JASON GanglEMPIRICAL WEALTH MANAGEMENT

Professional summary


Alexander JASON Gangl, CFP®, who also goes by Alex Gangl, Alexander Jason Gangl, Alexander Gangl, is a registered financial advisor currently at EMPIRICAL WEALTH MANAGEMENT located in San Francisco, California.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Alexander has worked at 6 firms and has passed the SIE exam.

At a Glance


Always Fiduciary
Min. Asset: $500K–$1M

Biography


Alex holds an honors degree in Mechanical Engineering and has previously held positions with Magna International, Atlantis Aerospace, Eton-Yale, Husky Injection Molding Systems and Agilent Technologies. In pursuit of his passion for helping people, he joined a wealth management firm in 2007, serving clients there for 11 years and ultimately founding his own wealth management company. Along the way, he earned CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® designations. He enjoys helping clients reach their goals and realize financial independence. Alex was a financial advisor at Equius Partners, which joined forces with Wealth Enhancement Group in 2023. Alex lives in Novato, California with his wife and three children and can often be found riding his Onewheel, electric unicycle or competing in pickleball tournaments. Alex also enjoys mountain biking, snowboarding and camping.

Aliases


Alex Gangl | Alexander Jason Gangl | Alexander Gangl

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Alexander JASON Gangl's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2010

Experience


Current

June 30, 2026 - Present

EMPIRICAL WEALTH MANAGEMENT

Office #1: 333 Bush Street, Suite 2020, San Francisco, CA 94104
RIA
CRD#: 152622
San Francisco, CA
Past

December 4, 2024 - May 12, 2026

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
San Francisco, CA
Past

April 3, 2023 - October 10, 2024

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
NOVATO, CA
Past

November 11, 2019 - April 28, 2023

EQUIUS PARTNERS, INC.

RIA
CRD#: 110450
NOVATO, CA
Past

May 3, 2018 - January 7, 2020

WEALTHSPAN

RIA
CRD#: 294168
NOVATO, CA
Past

October 16, 2012 - January 11, 2018

WEALTHSPIRE ADVISORS

RIA
CRD#: 110666
SAN RAFAEL, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EMPIRICAL WEALTH MANAGEMENT
EMPIRICAL FINANCIAL SERVICES, LLC | EMPIRICAL WEALTH MANAGEMENT

CRD#: 152622 / SEC#: 801-72168

RIA
Registered Investment Advisory firm - (2/23/2011 Approved)
Arizona
Registered Investment Advisory firm - (2/23/2011 Terminated)
California
Registered Investment Advisory firm - (2/25/2011 Terminated)
Texas
Registered Investment Advisory firm - (2/23/2011 Terminated)
Washington
Registered Investment Advisory firm - (2/23/2011 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/30/2026)

Exams


General Industry/Product Exam
RR
SIE
Date: 8/8/2019
Securities Industry Essentials Examination

Current Firm


EW
EMPIRICAL WEALTH MANAGEMENT
EMPIRICAL FINANCIAL SERVICES, LLC | EMPIRICAL WEALTH MANAGEMENT

CRD#: 152622 / SEC#: 801-72168

RIA
Registered Investment Advisory firm - (2/23/2011 Approved)
Arizona
Registered Investment Advisory firm - (2/23/2011 Terminated)
California
Registered Investment Advisory firm - (2/25/2011 Terminated)
Texas
Registered Investment Advisory firm - (2/23/2011 Terminated)
Washington
Registered Investment Advisory firm - (2/23/2011 Terminated)
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Contact information


Main Address
1420 5th Ave Suite 3150, Seattle, WA 98101
Mailing Address
Phone number
(206) 923-3474
Established
Firm type
Fiscal year end
# of Employees
94

SEC notice filing (41 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (11/7/2025)

Regulatory assets under management


Total Number of Accounts8,402
AUM (Assets Under Management)$ 6,701,226,120

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EMPIRICAL WEALTH MANAGEMENT

Vice President, Financial AdvisorCRD#: 152622San Francisco, CA 94104

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