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
Matthew Kuhn (CRD# 2355603) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 30 years of experience in the finance industry.
Joshua Land (CRD# 6243730) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 10 years of experience in the finance industry.
Adrian Larson (CRD# 3098721) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 24 years of experience in the finance industry.
Jennifer Li (CRD# 6106239) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Neal Marchant (CRD# 5236817) is an Investment Advisor Representative working at Ep Wealth Advisors in Saint George, UT and has over 16 years of experience in the finance industry.
Ethan Matkin (CRD# 5836898) is an Investment Advisor Representative working at Ep Wealth Advisors in Irvine, CA and has over 11 years of experience in the finance industry.
Mark Matley (CRD# 1877740) is an Investment Advisor Representative working at Ep Wealth Advisors in Salt Lake City, UT and has over 34 years of experience in the finance industry.
Michael McGinley (CRD# 2849266) is an Investment Advisor Representative working at Ep Wealth Advisors in Chandler, AZ and has over 27 years of experience in the finance industry.
John McGrath (CRD# 2999286) is an Investment Advisor Representative working at Ep Wealth Advisors in Valencia, CA and has over 26 years of experience in the finance industry.
Analuisa Mercado (CRD# 6002515) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 5 years of experience in the finance industry.