SEC Form ADV

EP WEALTH ADVISORS

Registered Investment AdviserCA
$45.1B
Assets Under Management
20,738
Total Clients
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Registration Details

Accession
CRD-111147
Location
TORRANCE, CA
Filing Date
April 1, 2026
AUM
$45.1B
Total Clients
20,738
Amendment
No

About this Adviser

EP WEALTH ADVISORS is a registered investment adviser headquartered in TORRANCE, CA, managing approximately $45.1B in assets across 20,738 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.