Brooke Wadsworth

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

• 10/2019 → 05/2022
  Vantage Advisors, Llc
  St George, UT
• 09/2015 → 09/2019
  Uhy Advisors Mi, Inc.
  Sterling Heights, MI
• 05/2022 → Present
  Ep Wealth Advisors, Llc
  Torrance, CA

Previous Registrations

• 2020-06-08 → 2022-06-24
  Vantage Advisors, Llc
  St. George, UT

Other Businesses

(1) Kemar, LLC, investment related, 50 E 100 S #101 St. George, UT 84770, real estate investment, Member, Aug 2021, 1-2 hrs per wk.; (3) Firelight Development, Inc, 1404 W SunRiver Pkwy Ste 250 St. George, UT 84790, real estate investment, Shareholder, Aug 2021, 1-2 hrs per wk

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-08

Other Names

• Brooke Jensen