Megan Martin Hurches

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

• 06/2021 → 08/2024
  Cosignmed
  Detroit, MI
• 08/2018 → 04/2021
  Ascension St. Thomas West
  Nashville, TN
• 10/2017 → 07/2018
  Sarah Cannon Research Institute
  Nashville, TN
• 03/2016 → 09/2017
  Northwestern Memorial Hospital
  Chicago, IL
• 02/2023 → 12/2024
  Executive Wealth Management, Llc
  Brighton, MI
• 08/2022 → 02/2023
  Dynamic Wealth Management Solutions, Llc
  Southfield, MI
• 12/2024 → Present
  Ep Wealth Advisors, Llc
  Brighton, MI

Previous Registrations

• 2023-03-10 → 2025-01-21
  Executive Wealth Management, Llc
  Brighton, MI
  Northville, MI
• 2022-08-12 → 2023-03-03
  Dynamic Wealth Solutions Llc
  Southfield, MI

Other Businesses

1) Orthodynamics Company Inc., Not investment related, 155 Carey Drive Noblesville, IN 46060, education, Nurse educator, 03/01/2021, about 12 hours a month devoted, devote 2 hours a month during securities trading hours, Virtually educating patients on how to safely and properly use a home INR monitoring system 2) Rental Property, Not investment related. 3818 Maliki Drive Clarksville, TN 37042, real estate investing, Landlord, 04/12/2021, about 2 hours a month devoted, devote 0 hours a month during securities trading hours, Passively investing and managing rental property through the use of a third-party manager by renting property out to tenants. 3) LML Wealth Management, LLC, LLC held for tax purposes, Owner, 03/06/2023, 0 hours per month devoted, 0 hours per month devoted during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-22

Other Names

• Megan Hurches