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Benjamin Cole Schamber

Ep Wealth Advisors

Torrance, CA

Boise, ID

CRD 7298559

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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
ID RA APPROVED 2026-07-27
  • ID RA
    APPROVED
    Since 2026-07-27

Branch Locations

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

802 W Bannock St Ste 100, Boise, ID 83702 • 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
Legacy Wealth Management, Llc Boise ID 06/2020 07/2026
Human Bean Garden City ID 11/2019 07/2020
Idaho Lottery Boise ID 03/2017 06/2020
College Of Idaho Caldwell ID 08/2016 05/2020
Ep Wealth Advisors, Llc Boise ID 07/2026 Present
  • 06/2020 → 07/2026
    Legacy Wealth Management, Llc
    Boise, ID
  • 11/2019 → 07/2020
    Human Bean
    Garden City, ID
  • 03/2017 → 06/2020
    Idaho Lottery
    Boise, ID
  • 08/2016 → 05/2020
    College Of Idaho
    Caldwell, ID
  • 07/2026 → Present
    Ep Wealth Advisors, Llc
    Boise, ID
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-12
  • S65 Uniform Investment Adviser Law Examination
    2020-10-12

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
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

More in Torrance, CA

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