EP Wealth Advisors
Firm details
- Headquarters
- Torrance, California
- CRD number
- 111147
- Registered since
- April 16, 1987
- Website
- www.epwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.98%
- HNWI37.8%
- Corporations / Businesses4.45%
- Pension & Profit Sharing Plans2.1%
- Charitable Organizations0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
EP Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 1987. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, selection of third-party advisers, and educational workshops. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. EP Wealth Advisors does not identify as an active ESG investor. The firm has been recognized repeatedly in industry lists, including placements in Barron’s Top 100 RIA Firms (multiple years), a Financial Times Top 300 listing, and other industry rankings from FA Magazine, Forbes, and AdvisorHub.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities16%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 6Megan Glover
Chief People OfficerCRD 5229449
Jorge Bernal
Chief Operating OfficerCRD 5645251
Christopher Toumajian
Chief Financial OfficerCRD 7245337
Contacts
3 of 331
James Holden
Wealth AdvisorCRD 6629498
Mark Rich
ConsultantCRD 6528724
Sherry Anselmo
Regional DirectorCRD 1288750
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 868Active vs passive
$19.5B in ETFs
82%
$16B
14%
$3.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $2B | 23,330,170 | 10.31% |
Location
Torrance, CA
Los Angeles
Location
Torrance, CA
Headquartered in Torrance, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 21535 Hawthorne Blvd
- Time zone
- PT (UTC-8)
- Office locations
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