Ep Wealth Advisors

Ep Wealth Advisors (CRD# 111147) is a financial advisory firm headquartered in Torrance, CA. They manage $2,180,000,000 in 5,598 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,180
    MILLION
  • Total Number of Accounts
    5,598
    ACCOUNTS
  • Average Account Value
    $389,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, HI, ID, IL, LA, MI, NM, NV, NY, OK, OR, PA, TX, UT, VA, WA

Financial Advisors at Ep Wealth Advisors
Showing 1 - 10 of 30 top financial advisors.
1
Gregory R. Wells
CRD#: 5817102
21515 Hawthorne Blvd., Suite 1200, Torrance, CA 90503
103
Wealthminder
score
Gregory Wells (CRD# 5817102) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 5 years of experience in the finance industry. Gregory Wells has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Kevin J. Ashworth
CRD#: 2531835
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Kevin Ashworth (CRD# 2531835) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 22 years of experience in the finance industry.

3
Lynn Ballou
CRD#: 1132654
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Lynn Ballou (CRD# 1132654) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 31 years of experience in the finance industry. Lynn Ballou has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Clint F. Camua
CRD#: 2415346
21515 Hawthorne Blvd., Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Clint Camua (CRD# 2415346) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 23 years of experience in the finance industry. Clint Camua has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Bennett E. Gross
CRD#: 1420440
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Bennett Gross (CRD# 1420440) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 31 years of experience in the finance industry.

6
Frederick I. Henry
CRD#: 2646409
21515 Hawthorne Blvd., Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Frederick Henry (CRD# 2646409) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 21 years of experience in the finance industry. Frederick Henry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Derek H. Holman
CRD#: 2754363
21515 Hawthorne Blvd., Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Derek Holman (CRD# 2754363) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 20 years of experience in the finance industry. Derek Holman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Laura R. Knolle
CRD#: 4541080
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Laura Knolle (CRD# 4541080) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 14 years of experience in the finance industry. Laura Knolle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
John M. McGrath
CRD#: 2999286
Torrance, CA
96
Wealthminder
score

John McGrath (CRD# 2999286) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 18 years of experience in the finance industry. John McGrath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jon D. Moore
CRD#: 2271739
8081 Shaffer Parkway, Suite 4, Littleton, CO 80127
96
Wealthminder
score

Jon Moore (CRD# 2271739) is an Investment Advisor Representative working at Ep Wealth Advisors in Littleton, CO and has over 22 years of experience in the finance industry. Jon Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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