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 5 of 6

• Austin J SeifertCRD 7301392 · Scottsdale, AZ
  IA Registered
• Ryan Steven SerrecchiaCRD 3201650 · Torrance, CA
  IA Registered
  Disclosure event(s) on record
• Elliott Michael ServaisCRD 6205089 · Torrance, CA
  IA Registered
• Rahul Niranjan ShahCRD 4520651 · San Francisco, CA
  IA Registered
• Scott ShellhamerCRD 5492892 · Exton, PA
  IA Registered
• Bronwyn ShoneCRD 4541321 · Lafayette, CA
  IA Registered
• Michael Louis SimonCRD 4365604 · Fort Wright, KY
  IA Registered
• Nicole Renee SimpsonCRD 5271726 · Irvine, CA
  IA Registered
• Amanda Kennedy SkrivanichCRD 6260609 · Seattle, WA
  IA RegisteredRegistration inactive
• Frank Oliver SloanCRD 426420 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Tracie Lynne SoutherlandCRD 1376311 · Menlo Park, CA
  IA Registered
• Jonathan B SpectorCRD 5492927 · Walnut Creek, CA
  IA Registered
• Steven Bradley StaceyCRD 5489897 · Vancouver, WA
  IA Registered
• Michael Trent StillmanCRD 1591389 · Dallas, TX
  IA Registered
• Carrie A SaxCRD 5644761 · Berkeley, CA
  IA RegisteredRegistration inactive
• Christine Elizabeth SchillingCRD 4223231 · Brighton, MI
  IA RegisteredRegistration inactive
• Maxon Thomas SeckmanCRD 7769513 · Nashville, TN
  IA Registered
• Jacob Gregory ShumanCRD 7669028 · Westwood, MA
  IA Registered
• Jaunell Kimberly SilveraCRD 7617032 · Torrance, CA
  IA Registered
• Jay Aldus SimmonsCRD 7898918 · Salt Lake City, UT
  IA Registered
• Jordan T SissonCRD 7410061 · Exton, PA
  IA Registered
• Shannen Scott SmithCRD 7226769 · Dallas, TX
  IA Registered
• Ty SmithCRD 8205220 · Providence, UT
  IA Registered
• Emily SorensenCRD 7842330 · Providence, UT
  IA Registered
• Matthew Craig StojkovCRD 6812515 · Brighton, MI
  IA RegisteredRegistration inactive
• Geniffer Lorraine TakacsCRD 5784400 · Torrance, CA
  IA RegisteredRegistration inactive
• David Warren TateCRD 2776885 · Salt Lake City, UT
  IA Registered
• Jason Hyrum TaylorCRD 6559805 · Denver, CO
  IA RegisteredRegistration inactive
• Andrew Patrick ThomasCRD 5807303 · Torrance, CA
  IA Registered
• Neal Alexander ThompsonCRD 5252962 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Tyson David TateCRD 7781337 · Salt Lake City, UT
  IA Registered
• Scott Edward UphamCRD 2377756 · Brunswick, ME
  IA RegisteredRegistration inactive
• Monica Van EckCRD 5818333 · Lafayette, CA
  IA Registered
• Teresa VelgaraCRD 6558416 · Skokie, IL
  IA Registered
• Kristina Marie VenturaCRD 4194196 · San Fransisco, CA
  IA Registered
• Erin Durkin VoisinCRD 5253703 · Torrance, CA
  IA Registered
• Todd Jacob VaughtCRD 7146379 · Kirkland, WA
  IA RegisteredRegistration inactive
• Anna VoCRD 8192461 · Irvine, CA
  IA Registered
• Brooke WadsworthCRD 7258077 · St. George, UT
  IA Registered
• Yuhsin WangCRD 6320322 · Irvine, CA
  IA RegisteredRegistration inactive
• Gregory Raymond WellsCRD 5817102 · Torrance, CA
  IA Registered
• Joan Clare WenglikowskiCRD 5488497 · San Luis Obispo, CA
  IA Registered
• Adam Nathaniel WernerCRD 5822353 · San Diego, CA
  IA Registered
• Erin Michael WhalenCRD 4866543 · Menlo Park, CA
  IA Registered
• Brian Hazen WildeCRD 5764709 · Salt Lake City, UT
  IA RegisteredRegistration inactive
• Matthew Randall WilsonCRD 4177033 · San Luis Obispo, CA
  IA Registered
• Brian Harlan WaldnerCRD 2747096 · Norwood, MA
  IA Registered
• Elizabeth Alden WilliamsCRD 6971978 · Falmouth, ME
  IA Registered
• Elizabeth XilasCRD 1701588 · Skokie, IL
  IA Registered
• Nishesh Kumar YadavCRD 7288758 · Denver, CO
  IA RegisteredRegistration inactive

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.