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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
| OR | RA | APPROVED | 2026-06-26 |
Branch Locations
146 Clear Creek Dr Unit 101, Ashland, OR 97520 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opes Advisors, Inc. | Cupertino | CA | 04/2007 | 01/2018 |
| Opes Wealth Management, Llc | Menlo Park | CA | 01/2018 | 02/2023 |
| Opes Wealth Management, Llc | Ashland | OR | 02/2023 | 06/2026 |
| Ep Wealth Advisors, Llc | Ashland | OR | 06/2026 | Present |
Name: Meadowbrook Park Estates Investment Related: No Address: N/A Nature: Home Owners Association Position: Board Member Title: Board Member Start Date: 02/01/2024 Hours/Month: 5 Hours devoted during trading hours: 0 Duties: attend board meetings. Compile financial information, manage budget. Name: Osher Lifetime Learning Institute at Southern Oregon State University Investment Related: No Address: 1250 Siskiyou Blvd, Ashland, Oregon 97520 Nature: A member‐driven educational community primarily serving adults aged 50 and above. Position: Volunteer Instructor Title: Volunteer Instructor Start Date: 02/01/2023 Hours/Month: 8 Hours devoted during trading hours: 1 Duties: Teach students about planning and financial topics geared towards those aged 65 and up.
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