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EP WEALTH ADVISORS

TORRANCE, CA · CRD 111147 · IAPD ↗ · 310-543-4559

$45.15BRegulatory AUM
320Advisory reps
618Employees
0Clients
More than 500Planning clients
2Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — EP WEALTH ADVISORS reported RAUM up 27% ($35.57B -> $45.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — EP WEALTH ADVISORS grew from 214 to 320 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
71
April 2025 — EP WEALTH ADVISORS reported RAUM up 59% ($22.32B -> $35.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — EP WEALTH ADVISORS grew from 195 to 214 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — EP WEALTH ADVISORS added office(s): 33 -> 35 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — EP WEALTH ADVISORS reported RAUM up 31% ($17.06B -> $22.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — EP WEALTH ADVISORS now reports 1 private fund(s) ($70.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2024 — EP WEALTH ADVISORS grew from 176 to 195 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.