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Yuhsin Wang

Ep Wealth Advisors

Irvine, 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 2026-05-27
  • CA RA
    APPROVED
    Since 2026-05-27

Branch Locations

2211 Michelson Dr Suite 1150, Irvine, CA 92612 • 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 Irvine CA 05/2026 Present
First Foundation Advisors Irvine CA 05/2019 12/2025
First Foundation Advisors Irvine CA 01/2026 05/2026
Silversage Advisors Irvine CA 04/2014 05/2017
Geneos Wealth Management Inc Irvine CA 02/2016 05/2017
First Foundation Advisors Irvine CA 05/2017 04/2019
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-24
  • S66 Uniform Combined State Law Examination
    2014-11-24
Designations

View on SEC IAPD

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