Todd Anthony Perry

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

• 10/2005 → 01/2019
  Vintage Financial Services, Llc
  Ann Arbor, MI
• 01/2019 → 05/2023
  Executive Wealth Management
  Brighton, MI
• 01/2020 → 12/2024
  Ewm Tax Solutions, Llc
  Brighton, MI
• 05/2023 → 12/2024
  Executive Wealth Management, Llc
  Brighton, MI
• 12/2024 → Present
  Ep Wealth Advisors, Llc
  Brighton, MI

Previous Registrations

• 2019-01-31 → 2025-01-21
  Executive Wealth Management, Llc
  Brighton, MI
• 2010-06-16 → 2019-02-04
  Vintage Financial Services Llc
  Ann Arbor, MI

Other Businesses

1) EWM Tax Solutions, LLC; Not-investment-related; 175 Cadycentre Ste 325, Northville, MI 48167; Accounting; Tax preparer; 01/23/2020; 4 hrs/monthly; Tax preparation. 2) Brighton Rotary Foundation; Investment-Related; Treasurer (Position started 10/2023); 02/02/2021; 8 hrs/monthly.

Designations

• Certified Financial Planner