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Adam Nathaniel Werner

Ep Wealth Advisors

San Diego, CA

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 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

3655 Nobel Drive, Suite 200, San Diego, CA 92122 • 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. Torrance CA 01/2025 Present
Ep Wealth Advisors, Llc. Torrance CA 05/2018 01/2025
Donnelly Wealth Advisors, Inc. San Diego CA 12/2012 05/2018
  • 01/2025 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
  • 05/2018 → 01/2025
    Ep Wealth Advisors, Llc.
    Torrance, CA
  • 12/2012 → 05/2018
    Donnelly Wealth Advisors, Inc.
    San Diego, CA
Previous Registrations
  • 2010-07-30 → 2018-07-26
    Donnelly Wealth Advisors, Inc.
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-29
  • S65 Uniform Investment Adviser Law Examination
    2010-07-29
Designations

View on SEC IAPD

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