Cole Vanessa Allshouse

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

• 04/2026 → Present
  Ep Wealth Advisors, Llc
  San Luis Obispo, CA
• 12/2005 → 04/2024
  Garcia Architecture + Design
  San Luis Obispo, CA
• 03/2024 → 04/2026
  Ep Wealth Advisors, Llc
  San Luis Obispo, CA
• 08/2023 → 03/2024
  Wacker Wealth Partners
  San Luis Obispo, CA

Other Businesses

Name: Garcia Architecture + Design Investment Related: No Address: 1308 Monterey Street Suite 230 , San Luis Obispo, CA 93401 Nature: Provides complete and comprehensive architectural design services for projects locally as well as throughout the western U.S. and beyond. Position: Bookkeeper Title: Bookkeeper Start Date: 12/01/2005 Hours/Month: 20/month. 5/week Hours devoted during trading hours: 0. Duties: Accounts Payable, Accounts Receivable, Payroll

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-23