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Stephen Marc Reiches

Ep Wealth Advisors

Torrance, CA

Skokie, IL

CRD 5130604

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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 2025-08-06
IL RA APPROVED 2025-08-04
  • CA RA
    APPROVED
    Since 2025-08-06
  • IL RA
    APPROVED
    Since 2025-08-04

Branch Locations

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

5202 Old Orchard Road Suite #160, Skokie, IL 60077 • 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
Rappaport Reiches Capital Management, Llc Skokie IL 12/2011 07/2025
Ep Wealth Advisors, Llc Skokie IL 07/2025 Present
  • 12/2011 → 07/2025
    Rappaport Reiches Capital Management, Llc
    Skokie, IL
  • 07/2025 → Present
    Ep Wealth Advisors, Llc
    Skokie, IL
Previous Registrations
  • 2006-12-04 → 2025-07-23
    Rappaport Reiches Capital Management,
    Skokie, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-24
  • S65 Uniform Investment Adviser Law Examination
    2006-03-24

View on SEC IAPD

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Nearby Offices

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

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