EP Wealth Advisors

Plan for what's important.

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General Information
Company Name
EP Wealth Advisors
Founded Year
2004
Location (Offices)
Torrance, United States +7
Founders / Decision Makers
Ryan Serrecchia, CFP® Serrecchia - Executive Vice President / Partner, Senior Vice President Greg Wells, CFP® Wells - Regional Director / Partner Rick Warren - Founder, President & Agent Derek Holman, CFP®, AIF® Holman - Managing Director Todd Flynn - Senior Vice President / Partner Pete Fry, CFP® Fry - Financial Planning Manager Brian Parker, CFP Parker - Co-Founder and Managing Director
Number of Employees
412
Industries
Finance, Financial Services, Insurance +6
Funding Stage
Series Unknown
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EP Wealth Advisors - Company Profile

EP Wealth Advisors is a financial services startup founded in 2004 and headquartered in the United States. With a slogan of "Plan for what's important," the company has gained prominence in the industry. As of December 31st, 2023, EP Wealth Advisors manages over $21.4 billion in client assets. Their approach focuses on understanding each client's unique situation to develop customized financial plans and investment strategies. This tailored approach aims to achieve specific goals and provide clients with peace of mind. EP Wealth Advisors secured a Venture Round investment on 10 July 2017 from Wealth Partners Capital Group. The firm's expertise spans Financial Services, Insurance, Real Estate, Banking, and Health insurance industries, reflecting their comprehensive approach to wealth management.

Taxonomy: investment management, financial planning, wealth advisory, client assets management, customized plan, financial strategies, investment portfolio, credentialed staff, integrated wealth plan, client relationships, economic landscape, peace of mind

Funding Rounds & Investors of EP Wealth Advisors (1)

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Funding Stage Amount No. Investors Investors Date
Venture Round Unknown 1 Wealth Partners Capital Group 10 Jul 2017

Latest News of EP Wealth Advisors

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No recent news or press coverage available for EP Wealth Advisors.

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