Best Investors Account Sign in
Inactive

William Acker Simpson

Ep Wealth Advisors

Torrance, CA

Portsmouth, NH

CRD 5038165

Claim This Profile
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 2025-09-16
MA RA APPROVED 2024-05-09
ME RA APPROVED 2023-03-23
NH RA APPROVED 2023-03-23
TX RA APPROVED 2023-03-23
  • CA RA
    APPROVED
    Since 2025-09-16
  • MA RA
    APPROVED
    Since 2024-05-09
  • ME RA
    APPROVED
    Since 2023-03-23
  • NH RA
    APPROVED
    Since 2023-03-23
  • TX RA
    APPROVED
    Since 2023-03-23

Branch Locations

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

875 Greenland Road, Suite A10, Portsmouth, NH 03801 • 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
Azimuth Financial Planning, Llc Greenland NH 12/2007 03/2017
Resolute Financial, Llc Newburyport MA 04/2016 02/2023
Ep Wealth Advisors, Llc. Torrance CA 02/2023 Present
  • 12/2007 → 03/2017
    Azimuth Financial Planning, Llc
    Greenland, NH
  • 04/2016 → 02/2023
    Resolute Financial, Llc
    Newburyport, MA
  • 02/2023 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
Previous Registrations
  • 2016-04-29 → 2023-03-28
    Resolute Financial, Llc
    Dover, NH
    Newburyport, MA
    Portsmouth, NH
  • 2008-03-31 → 2016-12-31
    Azimuth Financial Planning, Llc
    26 Palm Drive, NH
  • 2006-11-03 → 2007-12-17
    The Harbor Group, Inc.
    Bedford, NH
Designations
  • Certified Financial Planner
Other Names
  • William A Simpson

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

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor