EP WEALTH ADVISORS
EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm.
EP WEALTH ADVISORS
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
Ryan Serrecchia Executive Vice President / Partner @ EP Wealth Advisors
Executive Vice President / Partner
2012-08-01
Greg Wells Vice President @ EP Wealth Advisors
Vice President
2010-04-01
Derek Holman Co-founder and Managing Director @ EP Wealth Advisors
Co-founder and Managing Director
1999-01-01
Todd Flynn Senior Vice President / Partner @ EP Wealth Advisors
Senior Vice President / Partner
2021-12-01
Ryan Serrecchia Senior Vice President @ EP Wealth Advisors
Senior Vice President
2008-08-01
Brian Parker Co-Founder and Managing Director @ EP Wealth Advisors
Co-Founder and Managing Director
1999-01-01
Laura Knolle Vice President @ EP Wealth Advisors
Vice President
2016-01-01
Steven Beals Chief Administrative Officer, Partner @ EP Wealth Advisors
Chief Administrative Officer, Partner
2019-04-01
Christopher Toumajian Chief Financial Officer @ EP Wealth Advisors
Chief Financial Officer
2019-07-01
Patrick Goshtigian President & CEO @ EP Wealth Advisors
President & CEO
2011-06-01
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"
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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»