Ep Wealth Advisors

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 3 of 6

• Megan Martin HurchesCRD 7611050 · Brighton, MI
  IA Registered
• Ryan Patrick IgnacioCRD 4145213 · Redwood City, CA
  IA Registered
• Jeffrey John IngrahamCRD 4829223 · Torrance, CA
  IA RegisteredRegistration inactive
• Ericka Isabel IslasCRD 8260090 · Denver, CO
  IA Registered
• Michelle Ann JamesCRD 7276049 · Denver, CO
  IA Registered
• Brady C JardineCRD 6112360 · Salt Lake City, UT
  IA Registered
• Charles Malcolm JohnsonCRD 5082505 · Newburyport, MA
  IA Registered
• Connor JorgensonCRD 7592210 · Denver, CO
  IA Registered
• Lucas Daniel KaraschCRD 6033214 · San Diego, CA
  IA RegisteredRegistration inactive
• Robert John KeaneCRD 2795282 · San Francisco, CA
  IA Registered
• Daiana KelleyianCRD 6219442 · Torrance, CA
  IA RegisteredRegistration inactive
• Maarten Robert Pieter KerstensCRD 6170295 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Laura Rae KnolleCRD 4541080 · Torrance, CA
  IA Registered
• Stephen Michael KovachCRD 2682236 · Boise, ID
  IA Registered
• Ryan Michael KrantzCRD 6193460 · Salt Lake City, UT
  IA Registered
• Brandon William Krizo YapleCRD 6148200 · Vancouver, WA
  IA RegisteredRegistration inactive
• Matthew Warren KuhnCRD 2355603 · Torrance, CA
  IA Registered
• Ryan Dean KuhnCRD 7596222 · Phoenix, AZ
  IA Registered
• Sara Ashley LaclairCRD 6255750 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Joshua Eugene LandCRD 6243730 · Irvine, CA
  IA RegisteredRegistration inactive
• Tyler Stanton LangCRD 5487824 · Boise, ID
  IA Registered
• Nathan J LarsenCRD 6640860 · Brighton, MI
  IA Registered
• Robert Boston LarsenCRD 6193843 · 48116, MI
  IA RegisteredRegistration inactive
• Shawn Adam LawsonCRD 3211451 · Brighton, MI
  IA RegisteredRegistration inactive
• Michael James LayCRD 5201752 · Brighton, MI
  IA RegisteredRegistration inactive
• Jeffrey Irving LehmanCRD 1415074 · Media, PA
  IA Registered
• Jennifer LiCRD 6106239 · Los Angeles, CA
  IA Registered
• Joseph Dean LindleyCRD 6483389 · Torrance, CA
  IA RegisteredRegistration inactive
• Jordan LooCRD 8139121 · Torrance, CA
  IA Registered
• Jared Jason LopezCRD 6514217 · Torrance, CA
  IA Registered
• Griffin Clark LakeCRD 7274749 · Vancouver, WA
  IA RegisteredRegistration inactive
• David Michael LawrenceCRD 6214472 · Northville, MI
  IA RegisteredRegistration inactive
• Keaton James LeslieCRD 7230790 · Denver, TX
  IA RegisteredRegistration inactive
• Steven Terrell MahanCRD 5893431 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Neal MarchantCRD 5236817 · St. George, UT
  IA Registered
• Mark Rasmussen MatleyCRD 1877740 · Salt Lake City, UT
  IA Registered
• Elizabeth Ann Mc QueenCRD 5664484 · Seattle, WA
  IA Registered
• Robert A MccartyCRD 6463096 · Exton, PA
  IA Registered
• Norman Dillon McgillCRD 5879422 · San Luis Obispo, CA
  IA Registered
• Carey Hale McnealCRD 1902076 · Boise, ID
  IA Registered
• Analuisa MercadoCRD 6002515 · Torrance, CA
  IA Registered
• Zachary B MessinaCRD 4088346 · Brighton, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Bruce Richard MohrCRD 2291486 · Boise, ID
  IA Registered
• Jon David MooreCRD 2271739 · Littleton, CO
  IA Registered
• Cristopher Joseph MoranCRD 2621574 · Torrance, CA
  IA Registered
• Brian Patrick MulveyCRD 2286524 · Westwood, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sachin MaheshwariCRD 7781336 · Torrance, CA
  IA Registered
• Ryan Lawrence MaloneCRD 7237183 · Boise, ID
  IA Registered
• Craig Jason MccroryCRD 4986130 · Scottsdale, AZ
  IA Registered
• Tyler McsweenCRD 7228320 · Redwood City, CA
  IA 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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.