SEC Form ADV

EP WEALTH ADVISORS

Firm profile: EP Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$45.1B
Assets Under Management
618
Employees
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Registration Details

Accession
crd-111147
Location
TORRANCE, CA
Filing Date
September 17, 2026
AUM
$45.1B
Institutional Clients
654
Employees
618
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $70.7M in combined gross assets.

  • EP INCOME ACCESS FUNDOther Private Fund$70.7M

About this Adviser

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