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
Adam Werner (CRD# 5822353) is an Investment Advisor Representative working at Ep Wealth Advisors in San Diego, CA and has over 13 years of experience in the finance industry.
Brian Wilde (CRD# 5764709) is an Investment Advisor Representative working at Ep Wealth Advisors in Salt Lake City, UT and has over 13 years of experience in the finance industry.
Matthew Wilson (CRD# 4177033) is an Investment Advisor Representative working at Ep Wealth Advisors in San Luis Obispo, CA and has over 23 years of experience in the finance industry.
Clay Zachry (CRD# 4361257) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 23 years of experience in the finance industry.
Austin Beard (CRD# 7543051) is an Investment Advisor Representative working at Ep Wealth Advisors in Logan, UT and has 1 year of experience in the finance industry.
Giovanni Beltran (CRD# 7884518) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Hunter Brasher (CRD# 7818593) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Jeffrey Burch (CRD# 2951459) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 26 years of experience in the finance industry.
Stuart Campbell (CRD# 7231051) 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.
William Chedester (CRD# 7395418) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.