Daniel Coye Weaver

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 06/2017
  Invest Financial Corporation
  Jackson, MI
• 06/2011 → 12/2024
  Executive Wealth Management, Llc
  Brighton, MI
• 06/2017 → 07/2023
  Private Client Services Llc
  Louisville, KY
• 01/2025 → Present
  Ep Wealth Advisors, Llc
  Brighton, MI

Previous Registrations

• 2011-06-22 → 2025-01-21
  Executive Wealth Management, Llc
  Brighton, MI
  Jackson, MI
• 2011-05-24 → 2017-06-02
  Invest Financial Corporation
  Jackson, MI
• 2010-12-22 → 2011-03-14
  Hantz Financial Services, Inc.
  Ann Arbor, MI
• 2008-02-25 → 2010-09-16
  Hornor, Townsend & Kent, Llc
  Addison, TX

Other Businesses

1) BARKER-WEBER INSURANCE AGENCY; INVESTMENT RELATED; 2501 SPRING ARBOR RD, JACKSON, MI 49204; INSURANCE AGENCY; AGENT/PRESIDENT; 5/1/11; 120 HRS/MO, 15 HRS DURING TRADING. 2) EXECUTIVE WEALTH MANAGEMENT; INVESTMENT RELATED; 135 W. NORTH ST, BRIGHTON, MI 48116; INVESTMENT ADVISER REPRESENTATIVE; 06/2011; 160 HRS/MONTH DURING TRADING HOURS. 3) DCOYEZO, LLC, 135 W. NORTH ST, BRIGHTON, MI 48116, OWNER, DBA NAME FOR ADVISORY SERVICES OFFERED THROUGH EXECUTIVE WEALTH MANAGEMENT, LLC, 0 HOURS PER MONTH DEVOTED, DCOYEZO, LLC AND EXECUTIVE WEALTH MANAGEMENT, LLC ARE UNAFFILIATED FIRMS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-21
• S63 Uniform Securities Agent State Law Examination
  2007-08-11