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Matthew Randall Wilson

Ep Wealth Advisors

San Luis Obispo, CA

Torrance, CA

CRD 4177033

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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:

Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-15
  • CA RA
    APPROVED
    Since 2025-01-15

Branch Locations

892 Aerovista Pl Suite 220, San Luis Obispo, CA 93401 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
R. E. Wacker Associates, Inc. San Luis Obispo CA 01/2008 03/2024
Ep Wealth Advisors, Llc San Luis Obispo CA 03/2024 Present
  • 01/2008 → 03/2024
    R. E. Wacker Associates, Inc.
    San Luis Obispo, CA
  • 03/2024 → Present
    Ep Wealth Advisors, Llc
    San Luis Obispo, CA
Previous Registrations
  • 2008-01-24 → 2024-04-30
    Wacker Wealth Partners, Llc
    San Luis Obispo, CA
  • 2006-11-02 → 2008-02-05
    Rew Inc.
    San Luis Obispo, CA
  • 2001-01-11 → 2005-01-04
    Charles Schwab & Co., Inc.
    San Luis Obispo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-24
  • S66 Uniform Combined State Law Examination
    2000-08-24
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC

Nearby Investors

JAY MICHAEL DOUGLAS
RALPH MICHAELS SLOCUM
TRINA JACQLEEN CISNEROS

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA
LPL FINANCIAL LLC · SAN LUIS OBISPO, CA
MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA

More in San Luis Obispo, CA

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