Carlos Mauricio Alas

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

• 02/2024 → 10/2025
  Summit Wealth Group
  Lakewood, CO
• 11/2022 → 02/2024
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 06/2017 → 12/2023
  B-Elite Soccer Academy/Casa Soccer Academy
  Colorado Springs/Denver, CO
• 04/2017 → 10/2017
  Noodles & Co
  Colorado Springs, CO
• 08/2018 → 05/2022
  University Of Colorado Springs
  Colorado Springs, CO
• 01/2015 → 12/2016
  High School
  San Salvador
• 01/2017 → 05/2018
  High School
  Colorado Springs, CO
• 06/2026 → Present
  Ep Wealth Advisors, Llc
  Denver, CO
• 10/2025 → 06/2026
  Summit Wealth Group
  Lakewood, CO

Previous Registrations

• 2025-09-25 → 2026-06-22
  Summit Wealth Group
  Colorado Springs, CO
• 2024-02-06 → 2025-05-07
  Commonwealth Financial Network
  Greenwood Village, CO
• 2023-10-27 → 2024-02-01
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-10-27
• S63 Uniform Securities Agent State Law Examination
  2023-03-07

Designations

• Certified Financial Planner

Other Names

• Mauricio Alas
• Carlos Mauricio Alas Montoya