Key facts
- EP WEALTH ADVISORS is a other based in TORRANCE, CA.
Registered with the SEC
Form ADV · 2026-04 · CRD 111147- Regulatory AUM
- —
- Private fund assets
- $70.7M
- Private funds
- 1 · 1 other
- Staff
- 618
- Registered office
- TORRANCE, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as EP WEALTH ADVISORS, LLC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for EP WEALTH ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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