Ep Wealth Advisors
Torrance, CA·SEC-registered · CRD #111147
Ep Wealth Advisors is an SEC-registered investment advisory firm in Torrance, CA managing $45B across 21k client accounts, with 320 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$45B
Client accounts
21k
Advisory staff
320
Fee model
Fee-based
How Ep Wealth Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Ep Wealth Advisors
How much does Ep Wealth Advisors manage?
Per its most recent SEC Form ADV filing (04/01/2026), Ep Wealth Advisors reports $45B in regulatory assets under management across roughly 21k client accounts.
How does Ep Wealth Advisors charge?
Ep Wealth Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ep Wealth Advisors a fiduciary?
Yes. Ep Wealth Advisors is registered with the U.S. Securities and Exchange Commission (CRD #111147), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ep Wealth Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ep Wealth Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Torrance, CA
Profile compiled from Ep Wealth Advisors's public SEC Form ADV filing (CRD #111147, filed 04/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ep Wealth Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ep Wealth Advisors? Claim this profile.