Robert Boston Larsen

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

• 07/2016 → 08/2017
  The Huntington National Bank
  Northville Township, MI
• 07/2016 → 08/2017
  The Huntington Investment Company
  Columbus, OH
• 08/2017 → 12/2022
  Private Client Services, Llc
  Louisville, KY
• 08/2017 → 01/2022
  Executive Wealth Management, Llc
  Brighton, MI
• 04/2022 → 12/2024
  Executive Tax Solutions. Llc
  Brighton, MI
• 01/2022 → 05/2023
  Executive Wealth Advisor, Llc
  Brighton, MI
• 05/2023 → 12/2024
  Executive Wealth Management, Llc
  Brighton, MI
• 01/2022 → 12/2024
  Ewm Capital, Llc
  Brighton, MI
• 12/2024 → Present
  Ep Wealth Advisors, Llc.
  Torrance, CA

Previous Registrations

• 2017-09-01 → 2025-01-21
  Executive Wealth Management, Llc
  Brighton, MI

Other Businesses

1) Executive Financial Planning, Inc. Investment Related, 135 W North Street, Suite 1, Brighton, MI 48116, Fixed Insurance, Insurance Agent and Owner, Start Date 01/01/2022, 2 hrs/monthly, 2 hrs/monthly during trading 2) Executive Tax Solutions, LLC, Not Investment Related, 135 W North Street, Suite 1, Brighton, MI 48116, Tax preparations, Part Owner, Start date 04/01/2022, 1 hrs/monthly 3) EWM Capital, LLC, Not investment related, 135 W North Street, Suite 1, Brighton MI 48116, Parent/Holding company for Executive Wealth Management, EWM Investment Solutions and Executive Financial Planning, Director and partial owner, Start Date 04/01/2022, 1 hours/monthly, 1 hrs during trading, attend and votes at board meetings held (4) Accountable - 90 Day Sales Manager, Not Investment Related, Brighton, MI, Passive Investment, Silent Partner, Start date 11/22/2024, 0 hours per month devoted, 0 hours per month devoted during securities trading, passive investment - no duties. (5) Sci AI, Not investment related , 8 The Green STE. A., Dover, DE., 19901 , Board Member, Involvement: Sit on the Board and assist with business decisions, 1hr/week, outside trading hours. Start Jan 2, 2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-01
• S63 Uniform Securities Agent State Law Examination
  2013-07-08

Designations

• Certified Financial Planner

Other Names

• Rob Boston Larsen
• Robby Boston Larsen
• Bob Boston Larsen
• Robert B Larsen
• Robert B Larsen
• Rob Larsen
• Robert B Larsen
• Robert Boston Larsen
• Rob Boston Larsen
• Rob Boston Larsen