EP WEALTH ADVISORS, LLC.
Doing business as EP WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$45,145,000,000
Discretionary
$44,475,000,000
Non-discretionary
$670,000,000
Firm details
- CRD number
- 111147
- SEC file number
- 801-29358
- Main office
- TORRANCE, CA, United States
- Employees
- 618
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.