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Erin Michael Whalen

Ep Wealth Advisors

Torrance, CA

Menlo Park, CA

CRD 4866543

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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 2026-06-29
  • CA RA
    APPROVED
    Since 2026-06-29

Branch Locations

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

535 Middlefield Rd Suite 160, Menlo Park, CA 94025 • 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
Opes Advisors, Inc. Palo Alto CA 08/2011 12/2018
Opes Wealth Management, Llc Menlo Park CA 12/2018 06/2026
Ep Wealth Advisors, Llc Menlo Park CA 06/2026 Present
  • 08/2011 → 12/2018
    Opes Advisors, Inc.
    Palo Alto, CA
  • 12/2018 → 06/2026
    Opes Wealth Management, Llc
    Menlo Park, CA
  • 06/2026 → Present
    Ep Wealth Advisors, Llc
    Menlo Park, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-30
  • S65 Uniform Investment Adviser Law Examination
    2004-09-30

View on SEC IAPD

Nearby Firms

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SOUTH BAY FINANCIAL PARTNERS
STRATOS WEALTH PARTNERS, LTD

Nearby Investors

DAWN KIM
RYAN BOMERSBACK
Jordan Luke Opre

Nearby Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA

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