EP Wealth Advisors
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $16.1 billion in client assets under management (as of December 31, 2022). At EP Wealth Advisors, ...load more
EP Wealth Advisors's Basic Information
Industry
Financial Services
Headquarters
Torrance, California, United States
Website
Founded Year
2004
Headcount
11 - 50 ( View All )
Specialties
Investment ManagementHolistic Financial PlanningWealth AdvisoryRetirement PlanningEstate PlanningTax PlanningBusiness PlanningDivorce PlanningAsset AllocationPortfolio Managementtax preparation
EP Wealth Advisors's Competitors
VEZNE24
View all employeesInvestment Adviser REP Syndicate
View all employeesNewcomb Financial Advisors, LLC (Self-Employed)
View all employeesEmployee Insights
EP Wealth Advisors's Top Employees
Patrick Goshtigian, CFA
Executive Chairman
Phone Email
Pricilla Perez
Financial Planning Associate
Phone Email
Trevin O'Cain
Client Service Associate
Phone Email
Travis Meyer
Senior Client Service Associate
Phone Email
James Dwyer
Partner AND Advisor AT EP Wealth Advisors
Phone Email
Frequently Asked Questions Regarding EP Wealth Advisors
Where is EP Wealth Advisors's headquarter located?
EP Wealth Advisors's headquarter are located at United States.
How many employees does EP Wealth Advisors have?
EP Wealth Advisors has 11 - 50 employees.
What is EP Wealth Advisors's official website?
EP Wealth Advisors's official website is http://www.epwealth.com
What industry does EP Wealth Advisors belong to?
EP Wealth Advisors is in the industry ofFinancial Services
What does EP Wealth Advisors do?
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $16.1 billion in client assets under management (as of December 31, 2022). At EP Wealth Advisors, ...
What specialty does EP Wealth Advisors have?
Investment ManagementHolistic Financial PlanningWealth AdvisoryRetirement PlanningEstate PlanningTax PlanningBusiness PlanningDivorce PlanningAsset AllocationPortfolio Managementtax preparation
Connect with anyone with AroundDeal today!
Whether you're looking to connect with key decision-makers or making remote or global hires, we've got you covered.
✔ GDPR aligned & CCPA compliant✔ Cancel anytime✔ 5 free contacts