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Ep Wealth Advisors CRD 111147
$45.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-28 |
| FL | RA | APPROVED | 2025-10-28 |
| LA | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED_RES | 2024-07-08 |
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
690 Canton Street, Suite 245, Westwood, MA 02090 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boston | MA | 05/2008 | 04/2019 |
| Minot Wealth Management Llc | Westwood | MA | 04/2019 | 09/2022 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-09 |
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