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Kristen Marie Perez

Ep Wealth Advisors

Torrance, CA

Torrance, CA

CRD 6239131

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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:

Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-17
  • CA RA
    APPROVED
    Since 2025-12-17

Branch Locations

25500 Hawthorne Blvd., Suite 1030, Torrance, CA 90503 • 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 Torrance CA 11/2020 Present
Harris Financial Advisors, Inc. Torrance CA 08/2014 09/2016
Harris Financial Advisors, Inc. Torrance CA 09/2016 11/2020
  • 11/2020 → Present
    Ep Wealth Advisors
    Torrance, CA
  • 08/2014 → 09/2016
    Harris Financial Advisors, Inc.
    Torrance, CA
  • 09/2016 → 11/2020
    Harris Financial Advisors, Inc.
    Torrance, CA
Previous Registrations
  • 2013-09-18 → 2020-11-23
    Harris Financial Advisors, Inc.
    Palos Verdes Estates, CA
Designations
  • Certified Financial Planner
Other Names
  • Kristen Marie Lerch
  • Ellie Lerch

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
SOUTH BAY FINANCIAL PARTNERS
STRATOS WEALTH PARTNERS, LTD

Nearby Investors

DAWN KIM
RYAN BOMERSBACK
Jordan Luke Opre

Nearby Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA

More in Torrance, CA

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