Austin Cole Loveland

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

• 11/2016 → 08/2019
  Sunwest Management
  St George, UT
• 09/2019 → 01/2023
  Soltis Investment Advisors
  St George, UT
• 07/2025 → Present
  Ep Wealth Advisors, Llc
  St George, UT
• 01/2023 → 07/2025
  Soltis Investment Advisors
  St George, UT

Previous Registrations

• 2022-05-18 → 2025-07-02
  Soltis Investment Advisors, Llc
  St. George, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-15

Other Names

• Cole Loveland