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EP WEALTH ADVISORS
EP WEALTH ADVISORS, LLC.
CRD 111147 · SEC 801-29358
21535 HAWTHORNE BLVD, SUITE 400, TORRANCE, CA, 90503, United States
Phone
310-543-4559
Fax
310-316-0401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$45.15B
Discretionary AUM
$44.48B
Team
618 total employees; 320 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsRETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18029 | $24.82B |
| High net worth individuals | 1589 | $17.07B |
| Pension/profit sharing plans | 300 | $950.0M |
| Charitable organizations | 354 | $300.0M |
| Corporations/business entities | 466 | $2.01B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD