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Ep Wealth Advisors CRD 111147
$45.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-26 |
| CA | RA | APPROVED | 2026-01-15 |
| OR | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
2035 Madrona Ave Se Ste 100 Po Box 4551, Salem, OR 97302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Salem | OR | 09/2012 | 03/2017 |
| Capstone Wealth Advisors, Llc | Salem | OR | 03/2017 | 10/2019 |
| Capstone Wealth Advisors, Llc | Salem | OR | 09/2012 | 10/2019 |
| Clearview Wealth Advisors, Llc | Salem | OR | 10/2019 | 06/2026 |
| Ep Wealth Advisors, Llc | Salem | OR | 12/2025 | Present |
MBC INVESTMENT COMPANY LLC; INV-RELATED; SALEM, OR; 100% OWNERSHIP; START DATE: 4/7/2015; 2 HOURS PER MONTH,0 DURING TRADING; LANDLORD. COURSEY ENTERPRISES LLC; INV. RELATED; SALEM, OR; RENTAL PROPERTIES; OWNER; START DATE: 5/1/2006; HOURS: 2 PER MONTH, LESS THAN 1 DURING TRADING; DUTIES: OWNER/MANAGER OF RENTAL PROPERTY. Coursey Ventures LLC; Investment related, 85 Cotten RD, Sanford, NC 27330, Investment property, owner/managing member, start: April 11, 2025, 2hrs/week outside trading hours, responsibilities: Own and develop property. Carwright, LLC Apartment Complex located at: 120 Bush Street S, Salem, OR 97302, start dec 30 2024, minority/silent owner, no involvement, 0hrs/week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-22 |
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