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).
-
Total Assets Under Management22,321MILLION
-
Total Number of Accounts13,185ACCOUNTS
-
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
David Tate (CRD# 2776885) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 27 years of experience in the finance industry.
Andrew Thomas (CRD# 5807303) is an Investment Advisor Representative working at Ep Wealth Advisors in Denver, CO and has over 13 years of experience in the finance industry.
Michael Tonthat (CRD# 6860102) is an Investment Advisor Representative working at Ep Wealth Advisors in Valencia, CA and has 1 year of experience in the finance industry.
Scott Upham (CRD# 2377756) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 30 years of experience in the finance industry.
Monica Van Eck (CRD# 5818333) is an Investment Advisor Representative working at Ep Wealth Advisors in Lafayette, CA and has over 13 years of experience in the finance industry.
Erin Voisin (CRD# 5253703) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 11 years of experience in the finance industry.
Randall Warren (CRD# 4502516) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 22 years of experience in the finance industry.
William Wee (CRD# 2339686) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 26 years of experience in the finance industry.
Joan Wenglikowski (CRD# 5488497) is an Investment Advisor Representative working at Ep Wealth Advisors in San Luis Obispo, CA and has 1 year of experience in the finance industry.