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
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
