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Karen Leah Asbra

Ep Wealth Advisors

Skokie, IL

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-16
IL RA APPROVED 2025-09-16
  • CA RA
    APPROVED
    Since 2025-09-16
  • IL RA
    APPROVED
    Since 2025-09-16

Branch Locations

5202 Old Orchard Road Suite #160, Skokie, IL 60077 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
Ep Wealth Advisors, Llc Skokie IL 07/2025 01/2026
Rappaport Reiches Capital Management, Llc Glenview IL 01/2012 03/2021
Rappaport Reiches Capital Management, Llc Glenview IL 03/2021 07/2025
Ep Wealth Advisors, Llc Skokie IL 01/2026 Present
  • 07/2025 → 01/2026
    Ep Wealth Advisors, Llc
    Skokie, IL
  • 01/2012 → 03/2021
    Rappaport Reiches Capital Management, Llc
    Glenview, IL
  • 03/2021 → 07/2025
    Rappaport Reiches Capital Management, Llc
    Glenview, IL
  • 01/2026 → Present
    Ep Wealth Advisors, Llc
    Skokie, IL
Previous Registrations
  • 2008-11-14 → 2025-07-22
    Rappaport Reiches Capital Management,
    Skokie, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-16
  • S65 Uniform Investment Adviser Law Examination
    2008-06-16
Designations

View on SEC IAPD

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Other Investors

TIMOTHY CHRISTIAN PERRYMAN
BRONWYN NOREEN MIRRETTI
DOMINIC STEPHEN MIRRETTI
JIM KOLIATSIS
GREGORY SCOTT TONG
JOSE EDUARDO HAUAD
RYAN WILLIAM MCCAIN
MARILYN CAROL FRIEDMAN

Other Offices

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC · SKOKIE, IL
10H CAPITAL · SKOKIE, IL
IHT WEALTH MANAGEMENT LLC · Skokie, IL
EDWARD JONES · SKOKIE, IL
CITIGROUP GLOBAL MARKETS INC. · SKOKIE, IL
J.P. MORGAN SECURITIES LLC · Skokie, IL
FINANCIAL SOLUTIONS, INC. · SKOKIE, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SKOKIE, IL

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