Edgar Ochoa Benitez

EMPIRIKAL PARTNERS

ZEPHYRHILLS, FL 33542

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CRD#: 7934299

Professional summary

Edgar Ochoa Benitez, who also goes by Edgar Ochoa, is a registered financial advisor currently at EMPIRIKAL PARTNERS LLC located in Zephyrhills, Florida.

Edgar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Edgar has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edgar Ochoa

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 Edgar Ochoa Benitez's 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®

None

Experience

Current

April 14, 2026 - Present

EMPIRIKAL PARTNERS LLC

Office #1: 5445 6th St, Zephyrhills, FL 33542Office #2: 5445 6th St, Zephyrhills, FL 33542

RIA

CRD#: 282691

ZEPHYRHILLS, FL

Past

August 8, 2024 - May 5, 2026

WAVE WEALTH

RIA

CRD#: 331913

TAMPA, FL

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

Florida
(4/14/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/3/2023

Uniform Investment Adviser Law Examination

Current Firm

EMPIRIKAL PARTNERS LLC

EMPIRIKAL PARTNERS LLC | MONZON WEALTH

CRD#: 282691 / SEC#:

Arizona

Registered Investment Advisory firm - (9/7/2016 Approved)

California

Registered Investment Advisory firm - (6/5/2020 Approved)

Colorado

Registered Investment Advisory firm - (7/31/2024 Terminated)

Florida

Registered Investment Advisory firm - (10/28/2020 Approved)

Georgia

Registered Investment Advisory firm - (5/18/2022 Approved)

Maryland

Registered Investment Advisory firm - (3/4/2024 Approved)

Mississippi

Registered Investment Advisory firm - (7/31/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (7/16/2020 Approved)

New York

Registered Investment Advisory firm - (10/12/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (11/17/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/19/2020 Approved)

Wyoming

Registered Investment Advisory firm - (5/11/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Phoenix, AZ

Mailing Address

Phone number

(480) 558-6167

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 88,000,000

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.

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Edgar Ochoa Benitez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edgar Ochoa Benitez's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPIRIKAL PARTNERS LLC

WAVE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2023

Current Firm

EMPIRIKAL PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EMPIRIKAL PARTNERS LLC

TRUST BUT VERIFY

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