Benjamin Joseph Richter

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

• 05/2019 → 04/2022
  Pepsico
  Chicago, IL
• 04/2022 → 07/2025
  Rappaport Reiches Capital Management
  Skokie, IL
• 07/2017 → 04/2019
  Pepsico
  Milan, MI
• 02/2016 → 06/2017
  Pepsico
  Wixom, MI
• 07/2025 → Present
  Ep Wealth Advisors, Llc
  Skokie, IL

Previous Registrations

• 2022-05-25 → 2025-07-22
  Rappaport Reiches Capital Management,
  Skokie, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-21

Designations

• Certified Financial Planner