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 4 of 6
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Bret Parker MillerCRD 7613717 · Raleigh, NCIA Registered
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Brock Marc MillerCRD 7602101 · Logan, UTIA Registered
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Jeffrey Pierce MoellerCRD 6911437 · Atlanta, GAIA Registered
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James Francis NeversCRD 5689448 · Seattle, WAIA Registered
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Eric Anthony NikssarianCRD 6546339 · Los Angeles, CAIA RegisteredRegistration inactive
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Martin John NodiloCRD 3098670 · Phoenix, AZIA Registered
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Giorgina Mei Remigio NguyenCRD 5850399 · Torrance, CAIA RegisteredRegistration inactive
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Brock Taylor NyeCRD 8218291 · Salt Lake City, UTIA Registered
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Patrick Colm O'haraCRD 2446216 · San Luis Obispo, CAIA Registered
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John Joseph O'tooleCRD 1811307 · Hilton Head Island, SCIA Registered
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Louis Lawrence OdetteCRD 5849828 · Menlo Park, CAIA RegisteredRegistration inactive
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Ashley OliveiraCRD 8152292 · San Diego, CAIA Registered
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Kevin P (Mi Only) OreillyCRD 2236276 · Phoenix, AZIA Registered
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G. Bradley Douglas OwenCRD 4065007 · San Diego, CAIA Registered
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Kelly Elizabeth OwensCRD 5793107 · Fort Wright, KYIA Registered
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Joseph Paul PalumboCRD 6247835 · San Diego, CAIA RegisteredRegistration inactive
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Brett Matthew PanzieraCRD 6166210 · Torrance, CAIA RegisteredRegistration inactive
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Frank Thomas PatzkeCRD 850554 · Palatine, ILIA RegisteredRegistration inactive
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Donald Ray PeeblesCRD 2438136 · Torrance, CAIA Registered
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Kristen Marie PerezCRD 6239131 · Torrance, CAIA Registered
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Tyler Mark PetersenCRD 5792348 · Salt Lake, UTIA Registered
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Adam Neal PhillipsCRD 6124345 · Torrance, CAIA Registered
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Zachary PidgeonCRD 7347335 · Raleigh, NCIA RegisteredRegistration inactive
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Mark Thomas PierceCRD 2775675 · Nashville, TNIA RegisteredRegistration inactive
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James Allan PlaskeyCRD 5939721 · Brighton, MIIA RegisteredRegistration inactive
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Daniel Douglas PotterCRD 5209767 · Boise, IDIA Registered
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Robert J PriolaCRD 6073041 · San Luis Obispo, CAIA Registered
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Tammera Lynn ProutyCRD 5407499 · Mount Vernon, WAIA Registered
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April Renee PunchCRD 6180320 · Fort Wright, KYIA RegisteredRegistration inactive
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Steven John Carsello PatzkeCRD 7422596 · Torrance, CAIA RegisteredRegistration inactive
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Mollie Rae PrivettCRD 6225396 · San Deigo, CAIA RegisteredRegistration inactive
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Phuong QuachCRD 7466832 · San Diego, CAIA Registered
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Thomas Edward QuinnCRD 2428968 · Atlanta, GAIA Registered
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Michael J RamirezCRD 5886156 · San Diego, CAIA Registered
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David Michael RappaportCRD 2094859 · Skokie, ILIA Registered
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Rhea RavindranCRD 5679695 · Skokie, ILIA Registered
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Shari Lynn ReichesCRD 2823875 · Skokie, ILIA Registered
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Stephen Marc ReichesCRD 5130604 · Skokie, ILIA Registered
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Fernando ReyesCRD 5293682 · Torrance, CAIA Registered
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Mark Andrew RichCRD 6528724 · Falmouth, MEIA Registered
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Stephanie Noreen RichmanCRD 1638779 · Walnut Creek, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Benjamin Joseph RichterCRD 5802144 · Skokie, ILIA Registered
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Nathan Paul RogersCRD 6134788 · Walnut Creek, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
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John Paul Gorski RamosCRD 7126809 · Norwood, MAIA RegisteredRegistration inactive
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Alfonso Rodriguez ArriagaCRD 7512024 · Torrance, CAIA Registered
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Joey RomanCRD 7851873 · Torrance, CAIA Registered
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Hunter RuckCRD 8186435 · Scottsdale, AZIA Registered
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Julee Rae SartoCRD 4178059 · Brighton, MIIA RegisteredRegistration inactive
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Scott Nathan SayreCRD 1380810 · Salt Lake City, UTIA Registered
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Ryan Daniel SchwartzCRD 6162750 · San Mateo, 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.