Eps Wealth Management

Eps Wealth Management (CRD# 158468) is a financial advisory firm headquartered in , . They manage $26,395,498 in 274 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $96,334
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Eps Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Christine Carlton
CRD#: 4822106
Clarkdale, AZ

Christine Carlton (CRD# 4822106) is an Investment Advisor Representative working at Eps Wealth Management in Clarkdale, AZ and has over 19 years of experience in the finance industry.

2
James L. Tewalt
CRD#: 1356114
Glendale, AZ

James Tewalt (CRD# 1356114) is an Investment Advisor Representative working at Eps Wealth Management in Glendale, AZ and has over 38 years of experience in the finance industry.

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