firm profile
Ep Wealth Advisors
Overview
Ep Wealth Advisors is an SEC registered investment adviser based in Torrance, CA, registered since 1987. It reports $45.1B in assets under management across 20,738 accounts, with 618 employees. It has 337 investment adviser representatives.
- Reported AUM
- $45.1B
- Discretionary
- 99%
- Accounts
- 20,738
- Average account
- $2.2M
- Employees
- 618
- Advisory reps
- 337
- Registered since
- 1987
- Jurisdictions
- 52
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 9
- Ryan Christopher Parker President CRD 2921779
- Adam Neal Phillips Managing Director Investments CRD 6124345
- Brian Edward Parker Managing Director CRD 2747104
6 more executive officers, with direct contact details
Advisory reps 3 of 337
- Ara Patrick Abrahamian Investment Adviser Rep CRD 4623755
- Casey Nicole Ahrendsen Investment Adviser Rep CRD 7435864
- Carlos Mauricio Alas Investment Adviser Rep CRD 7636892
334 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 21535 Hawthorne Blvd Ste 400
Torrance, CA 90503 - County
- Los Angeles
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- Region
- West
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: epwealth.com
Every state, with registration dates
Similar firms near Torrance
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- O'Brien Investment Management, LLCTorrance, CA$254M AUM
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