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Timothy Michael Wiand

Ep Wealth Advisors

Exton, PA

Torrance, CA

CRD 7911318

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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 2024-09-03
PA RA APPROVED 2024-09-03
  • CA RA
    APPROVED
    Since 2024-09-03
  • PA RA
    APPROVED
    Since 2024-09-03

Branch Locations

7 Dowlin Forge Rd, Exton, PA 19341 • 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
The Fairman Group Llc Chesterbrook PA 08/2017 08/2024
Pnc Bank Philadelphia PA 10/2012 08/2017
Ep Wealth Advisors, Llc Exton PA 08/2024 Present
  • 08/2017 → 08/2024
    The Fairman Group Llc
    Chesterbrook, PA
  • 10/2012 → 08/2017
    Pnc Bank
    Philadelphia, PA
  • 08/2024 → Present
    Ep Wealth Advisors, Llc
    Exton, PA
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Timothy Wiand

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

EUAN LIVINGTON
MATTHEW J. KELLEHER
PATRICK M FARREN

Nearby Offices

STRATEGIC ADVISERS LLC · EXTON, PA
TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA

More in Exton, PA

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