Ep Wealth Advisors
Ep Wealth Advisors (CRD# 111147) is a financial advisory firm headquartered in Torrance, CA. They manage $22,321,000,000 in 13,185 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management22,321MILLION
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Total Number of Accounts13,185ACCOUNTS
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Average Account Value$1,692,909
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Natalia Amato (CRD# 6145031) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 11 years of experience in the finance industry.
Brett Anderson (CRD# 2246562) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 31 years of experience in the finance industry.
Levi Anderson (CRD# 6258023) is an Investment Advisor Representative working at Ep Wealth Advisors in San Diego, CA and has over 9 years of experience in the finance industry.
Jonathan Bacon (CRD# 6943842) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 6 years of experience in the finance industry.
Carlos Bautista (CRD# 4286955) is an Investment Advisor Representative working at Ep Wealth Advisors in Littleton, CO and has over 5 years of experience in the finance industry.
Brandon Beckner (CRD# 6720725) is an Investment Advisor Representative working at Ep Wealth Advisors in Seattle, WA and has 1 year of experience in the finance industry.
Kevin Beebe (CRD# 6266781) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 10 years of experience in the finance industry.
Joe Boden (CRD# 2182170) is an Investment Advisor Representative working at Ep Wealth Advisors in Seattle, WA and has over 32 years of experience in the finance industry.
Rick Bryan (CRD# 3273946) is an Investment Advisor Representative working at Ep Wealth Advisors in Seattle, WA and has over 17 years of experience in the finance industry.
Chad Burton (CRD# 2778208) is an Investment Advisor Representative working at Ep Wealth Advisors in Vancouver, WA and has over 27 years of experience in the finance industry.