EP WEALTH ADVISORS
EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm.
EP WEALTH ADVISORS
Social Links:
Industry:
Asset Management Financial Services Property Management Real Estate Security
Founded:
2004-01-01
Address:
Torrance, California, United States
Country:
United States
Website Url:
http://www.epwealth.com
Total Employee:
11+
Status:
Active
Contact:
(310)543-4559
Total Funding:
0
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Analytics Google Tag Manager Content Delivery Network Google Universal Analytics Domain Not Resolving Global Site Tag US Privacy User Signal Mechanism Cloudflare
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Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-05-03 | Vantage Advisors | Vantage Advisors acquired by EP Wealth Advisors | N/A |
| 2022-01-26 | Klein Financial Advisors | Klein Financial Advisors acquired by EP Wealth Advisors | N/A |
| 2022-01-04 | Mindful Money | Mindful Money acquired by EP Wealth Advisors | N/A |
| 2021-08-31 | Homewood Capital Management | Homewood Capital Management acquired by EP Wealth Advisors | N/A |
| 2021-01-19 | NewFocus Financial Group | NewFocus Financial Group acquired by EP Wealth Advisors | N/A |
| 2020-10-05 | Financial Insight Center | Financial Insight Center acquired by EP Wealth Advisors | N/A |
| 2020-10-05 | The Insight Group | The Insight Group acquired by EP Wealth Advisors | N/A |
| 2019-08-21 | Personal Financial Consultants | Personal Financial Consultants acquired by EP Wealth Advisors | N/A |
| 2019-07-10 | Pathlight Investors | Pathlight Investors acquired by EP Wealth Advisors | N/A |
| 2019-05-08 | Conlon Dart Wealth Management | Conlon Dart Wealth Management acquired by EP Wealth Advisors | N/A |
Investors List
Wealth Partners Capital Group
Wealth Partners Capital Group investment in Venture Round - EP Wealth Advisors
Official Site Inspections
http://www.epwealth.com Semrush global rank: 1.7 M Semrush visits lastest month: 14.24 K
- Host name: 199.60.103.109
- IP address: 199.60.103.109
- Location: Canada
- Latitude: 43.6319
- Longitude: -79.3716
- Timezone: America/Toronto
More informations about "EP Wealth Advisors"
Welcome Executive Wealth Management | EP Wealth
More About EP Wealth Advisors. EP Wealth was founded in 1999 by two lifelong friends who came to share a dissatisfaction with a wealth management industry that seemed to put profits …See details»
EP Wealth Advisors Review 2025 - AdvisorSearch.org - investor.com
Feb 18, 2025 EP Wealth Advisors, registered in 1987, serves 52 state(s) with a licensed staff of 195 advisors. EP Wealth Advisors manages $22.3 billion and provides investment advisory …See details»
EP Wealth Advisors - Crunchbase Company Profile
EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm.See details»
EP Wealth Advisors: Contact Details and Business Profile
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $23.6 billion in client assets under management (as of 4/30/24).See details»
EP Wealth Advisors Company Profile | Management and
SQL International Organization for Standardization . CSS World Wide Web Consortium . Other Communication and Collaboration Software (5 Technologies) Microsoft Excel Microsoft . ...See details»
EP Wealth Advisors - Overview, News & Similar companies
EP Wealth Advisors contact info: Phone number: (877) 390-3330 Website: www.epwealth.com What does EP Wealth Advisors do? EP Wealth Advisors, LLC founded in 1985 and …See details»
Working at EP Wealth Advisors - Zippia
Www.epwealth.com. Organization Type. Private. Social Media. EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm based in Los Angeles, …See details»
EP Wealth Advisors | Company Overview & News - Forbes
Mar 31, 2023 Source: Forbes.com (Awarded Oct 2024) Data compiled by Shook Research LLC based on time period from 3/31/23-3/31/24.See details»
EP Wealth Advisors - Berkshire Partners
EP Wealth Advisors is a fee-only registered investment adviser firm serving mass affluent and high net worth families, primarily in the Western half of the United States.See details»
EP Wealth Advisors Review | SmartAsset.com
Assets Under Management. $22,321,000,000. Number of Advisors. 195. Time in Business. Founded in 2004. Fee Structure. Fee-onlySee details»
EP Wealth Advisors Announces Acquisition of Gather Financial …
Nov 4, 2024 “Partnerships with firms like Gather Financial and Riley Private Client enable us to extend our reach, offering clients the personalized attention of a boutique firm while benefiting …See details»
Office Locations - EP Wealth
Meet your EP Wealth Advisors team by selecting a location near you!See details»
EP Wealth Advisors Expands National Presence Through …
Jan 7, 2025 For more information, visit www.epwealth.com and follow EP Wealth on LinkedIn and Facebook. Contacts. Media Contact: Rocco Aloe Gregory FCA for EP Wealth …See details»
EP Wealth Advisors® Acquires Northern California-based Firm
Jan 4, 2022 EP Wealth has also enjoyed significant organic growth and plans to further expand its organization and capabilities in 2022. ... For more information, please visit …See details»
EP Wealth Advisors Establishes New Presence with the Acquisition …
1 day ago TORRANCE, Calif., April 02, 2025--EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser (RIA) with a growing national footprint, has announced its …See details»
EP Wealth Advisors Establishes New Presence with the
1 day ago EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (RIA) with a growing national footprint, has announced its partnership with Peninsula Wealth, …See details»
EP Wealth acquires California’s Peninsula Wealth
9 hours ago Peninsula Wealth offers financial planning and investments, mainly serving the biotech and technology sectors. Credit: LALAKA/Shutterstock. RIA aggregator EP Wealth …See details»
FAQs - EP Wealth
We provide comprehensive wealth management including investment management, financial planning, tax preparation and a broad array of related services.See details»
Investment Management Advisory Services - EP Wealth
Investment Management Supported by Institutional Research Our Portfolio Managers Dive Deep Into the Data. While many people have investments, understanding and researching the wide …See details»
Remote Support Portal
Support Portal English (US) Session KeySee details»