EP WEALTH ADVISORS
EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm.
EP WEALTH ADVISORS
Social Links:
Industry:
Asset Management Financial Services Property Management Real Estate Security
Founded:
2004-01-01
Address:
Torrance, California, United States
Country:
United States
Website Url:
http://www.epwealth.com
Total Employee:
11+
Status:
Active
Contact:
(310)543-4559
Total Funding:
0
Technology used in webpage:
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Current Employees Featured
Ryan Serrecchia
Ryan Serrecchia Executive Vice President / Partner @ EP Wealth Advisors Executive Vice President / Partner 2012-08-01
Greg Wells
Greg Wells Vice President @ EP Wealth Advisors Vice President 2010-04-01
Derek Holman
Derek Holman Co-founder and Managing Director @ EP Wealth Advisors Co-founder and Managing Director 1999-01-01
Todd Flynn
Todd Flynn Senior Vice President / Partner @ EP Wealth Advisors Senior Vice President / Partner 2021-12-01
Ryan Serrecchia
Ryan Serrecchia Senior Vice President @ EP Wealth Advisors Senior Vice President 2008-08-01
Brian Parker
Brian Parker Co-Founder and Managing Director @ EP Wealth Advisors Co-Founder and Managing Director 1999-01-01
Laura Knolle
Laura Knolle Vice President @ EP Wealth Advisors Vice President 2016-01-01
Steven Beals
Steven Beals Chief Administrative Officer, Partner @ EP Wealth Advisors Chief Administrative Officer, Partner 2019-04-01
Christopher Toumajian
Christopher Toumajian Chief Financial Officer @ EP Wealth Advisors Chief Financial Officer 2019-07-01
Patrick Goshtigian
Patrick Goshtigian President & CEO @ EP Wealth Advisors President & CEO 2011-06-01
Founder
Brian Parker
Derek Holman
Acquisitions List
Date | Company | Article | Price |
---|---|---|---|
2022-05-03 | Vantage Advisors | Vantage Advisors acquired by EP Wealth Advisors | N/A |
2022-01-26 | Klein Financial Advisors | Klein Financial Advisors acquired by EP Wealth Advisors | N/A |
2022-01-04 | Mindful Money | Mindful Money acquired by EP Wealth Advisors | N/A |
2021-08-31 | Homewood Capital Management | Homewood Capital Management acquired by EP Wealth Advisors | N/A |
2021-01-19 | NewFocus Financial Group | NewFocus Financial Group acquired by EP Wealth Advisors | N/A |
2020-10-05 | Financial Insight Center | Financial Insight Center acquired by EP Wealth Advisors | N/A |
2020-10-05 | The Insight Group | The Insight Group acquired by EP Wealth Advisors | N/A |
2019-08-21 | Personal Financial Consultants | Personal Financial Consultants acquired by EP Wealth Advisors | N/A |
2019-07-10 | Pathlight Investors | Pathlight Investors acquired by EP Wealth Advisors | N/A |
2019-05-08 | Conlon Dart Wealth Management | Conlon Dart Wealth Management acquired by EP Wealth Advisors | N/A |
Investors List
Wealth Partners Capital Group
Wealth Partners Capital Group investment in Venture Round - EP Wealth Advisors
Official Site Inspections
http://www.epwealth.com Semrush global rank: 1.7 M Semrush visits lastest month: 14.24 K
- Host name: 199.60.103.9
- IP address: 199.60.103.9
- Location: Canada
- Latitude: 43.6319
- Longitude: -79.3716
- Timezone: America/Toronto
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