Insights

Gathering insights about EP Wealth Advisors…

Similar companies to EP Wealth Advisors

EP Wealth Advisors Tech Stack

EP Wealth Advisors uses 8 technology products and services including SentinelOne, Google Font API, Atlassian Jira, and more. Explore EP Wealth Advisors's tech stack below.

SentinelOne
Endpoint Protection
Google Font API
Font Scripts
Atlassian Jira
Issue Trackers
Cisco
Network Hardware
JSON
Programming Languages
Yoast SEO
Search Engines
reCAPTCHA
Security
Zoom
Web Conferencing

Media & News

EP Wealth Advisors's Email Address Formats

EP Wealth Advisors uses at least 2 format(s):

EP Wealth Advisors Email Formats	Example	Percentage
FLast@epwealth.com	JDoe@epwealth.com	95%
Last@epwealth.com	Doe@epwealth.com	3%
First.Last@epwealth.com	John.Doe@epwealth.com	1%
First-Last@epwealth.com	John-Doe@epwealth.com	1%
FLast@wealthadvisorsinc.com	JDoe@wealthadvisorsinc.com	63%
Last@wealthadvisorsinc.com	Doe@wealthadvisorsinc.com	25%
FirLast@wealthadvisorsinc.com	JohDoe@wealthadvisorsinc.com	12%

Frequently Asked Questions

Where is EP Wealth Advisors's headquarters located?

EP Wealth Advisors's main headquarters is located at 21535 Hawthorne Blvd Suite 400 Torrance, California 90503 US. The company has employees across 2 continents, including North AmericaEurope.

What is EP Wealth Advisors's phone number?

You can contact EP Wealth Advisors's main corporate office by phone at +1-310-543-4559. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is EP Wealth Advisors's stock symbol?

EP Wealth Advisors is a publicly traded company; the company's stock symbol is N/A.

What is EP Wealth Advisors's official website and social media links?

EP Wealth Advisors's official website is epwealth.com and has social profiles on LinkedIn.

How much revenue does EP Wealth Advisors generate?

As of August 2024, EP Wealth Advisors's annual revenue reached $75M.

What is EP Wealth Advisors's NAICS code?

EP Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does EP Wealth Advisors have currently?

As of August 2024, EP Wealth Advisors has approximately 386 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer, Chief Investment Officer: R. W.Chief Technology Officer Cto: R. R.Chief People Officer: M. G.. Explore EP Wealth Advisors's employee directory with LeadIQ.

What industry does EP Wealth Advisors belong to?

EP Wealth Advisors operates in the Financial Services industry.

What technology does EP Wealth Advisors use?

EP Wealth Advisors's tech stack includes SentinelOneGoogle Font APIAtlassian JiraCiscoJSONYoast SEOreCAPTCHAZoom.

What is EP Wealth Advisors's email format?

EP Wealth Advisors's email format typically follows the pattern of . Find more EP Wealth Advisors email formats with LeadIQ.

When was EP Wealth Advisors founded?

EP Wealth Advisors was founded in 2004.

EP Wealth Advisors

Financial ServicesCalifornia, United States201-500 Employees

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $23.6 billion in client assets under management (as of 4/30/24). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.