Ep Wealth Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 111147
- SEC number
- 801-29358
- Firm type
- RIA
- Assets under management
- $45.1B as of Apr 1, 2026
- Website
- www.facebook.com/EPWEALTHADVISORS ↗
- Phone
- 310-543-4559
- Address
- 21535 Hawthorne Blvd, Torrance, CA, 90503
Advisors at this firm
251 in our index · page 2 of 6
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William Thomas ChedesterCRD 7395418 · Irvine, CAIA Registered
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Corbin M. CourseyCRD 7068360 · Salem, ORIA Registered
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Stephen Harris DartCRD 2160727 · Seattle, WAIA Registered
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Brett Wyeth DavalosCRD 5591937 · San Francisco, CAIA Registered
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Jefferson DavenportCRD 7991385 · Atlanta, GAIA Registered
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Robert Austin DavisCRD 6914358 · Salt Lake City, UTIA Registered
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Morgan D DegooyerCRD 6856394 · Salt Lake City, UTIA Registered
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Richard David DerafeloCRD 4553959 · Media, PAIA Registered
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Klaudia Katarzyna DettloffCRD 6442372 · Palatine, ILIA RegisteredRegistration inactive
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Jonathan K DeyoeCRD 2944114 · Berkeley, CAIA RegisteredRegistration inactive
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Patrick Eugene DonovanCRD 5199726 · Westwood, MAIA RegisteredRegistration inactive
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Mark Townsend DuvallCRD 2432588 · Menlo Park, CAIA RegisteredDisclosure event(s) on record
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James Daniel DwyerCRD 4204088 · Chandler, AZIA Registered
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Nhung Ngoc Hong DangCRD 6887653 · Boise, IDIA RegisteredRegistration inactive
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Angel M DavisCRD 7459285 · Torrance, CAIA RegisteredRegistration inactive
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Asanda DlaminiCRD 8062565 · Walnut Creek, CAIA Registered
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Joseph Alfred EigurenCRD 5176141 · Boise, IDIA Registered
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Armando EstevaneCRD 6233593 · Irvine, CAIA RegisteredRegistration inactive
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Christopher EstradaCRD 6497409 · Lafayette, CAIA RegisteredRegistration inactive
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Peyton EwingCRD 8287582 · Torrance, CAIA Registered
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Robert Daniel FalconerCRD 5800289 · San Francisco, CAIA RegisteredRegistration inactive
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Daniel Steven FedermanCRD 4359348 · San Mateo, CAIA Registered
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Adam Richard FeinCRD 6375149 · San Diego, CAIA RegisteredRegistration inactive
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James Richard FitzpatrickCRD 1385674 · Irvine, CAIA RegisteredRegistration inactive
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Harlan Myles FlintCRD 1263261 · Santa Fe, NMIA Registered
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Todd David FlynnCRD 4533547 · Seattle, WAIA Registered
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Kayla Nicole FoltsCRD 7274388 · Torrance, CAIA RegisteredRegistration inactive
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Scott Alexander FreemanCRD 5508974 · Nashville, TNIA RegisteredRegistration inactive
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Peter John FryCRD 7271831 · Vancouver, WAIA Registered
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Benjamin S FifeCRD 2169600 · Denver, COIA RegisteredRegistration inactive
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Matthew Akira GaleCRD 6461421 · Torrance, CAIA RegisteredRegistration inactive
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Jaron E GardinerCRD 6405783 · Torrance, CAIA Registered
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Kristyn Renee GibsonCRD 2615725 · Skokie, ILIA Registered
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Andrea GrumleyCRD 8016582 · Torrance, CAIA Registered
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Derrick GarciaCRD 7855584 · Walnut Creek, CAIA Registered
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Linda GinderCRD 6985555 · Littleton, COIA Registered
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Ricardo Andres GonzalezCRD 7510173 · Torrance, CAIA RegisteredRegistration inactive
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Conner GrzeniaCRD 7393229 · Skokie, ILIA Registered
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James Patrick HenryCRD 4939951 · Dallas, TXIA Registered
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Albert Pingree HerzogCRD 1187236 · Brighton, MIIA RegisteredRegistration inactiveDisclosure event(s) on record
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Albert Pingree HerzogCRD 6204138 · Brighton, MIIA RegisteredRegistration inactive
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Jeffrey Merle HolbenCRD 5140622 · Denver, COIA Registered
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Derek Hallock HolmanCRD 2754363 · Torrance, CAIA Registered
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Sheila Mary HoopesCRD 6193020 · San Diego, CAIA Registered
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Allan Wesley HornerCRD 4011839 · Nashville, TNIA RegisteredRegistration inactive
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Brett Gregory HughesCRD 5560957 · San Diego, CAIA Registered
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Adam HaleCRD 7838658 · Walnut Creek, CAIA Registered
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Ryan Jeffrey HallCRD 7834353 · San Luis Obispo, CAIA Registered
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James HoldenCRD 6629498 · Torrance, CAIA RegisteredRegistration inactive
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Jordan David HubbsCRD 7643985 · Valencia, CAIA Registered
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 111147 ↗
FINRA BrokerCheck record for firm CRD 111147 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.