EP WEALTH ADVISORS, LLC.

EP WEALTH ADVISORS
TORRANCE, California·7 registered advisors·CRD# 111147
SEC# 801-2935835310-543-4559
01

Firm Overview

AUM
$22.3B
Regulatory assets under management
Employees
392
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at EP WEALTH ADVISORS, LLC.

7 registered advisors
Adam Neal Phillips
TORRANCE, California
CFPCFA
Brian Edward Parker
TORRANCE, California
Derek Hallock Holman
TORRANCE, California
Kevin Jon Ashworth
TORRANCE, California
Patrick Gabriel Goshtigian
TORRANCE, California
Ryan Christopher Parker
TORRANCE, California
Ryan Steven Serrecchia
TORRANCE, California
CFP
05

Office Locations

TORRANCE, California
7 advisors

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Data sourced from SEC Form ADV filings. EP WEALTH ADVISORS, LLC. (CRD# 111147) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.