EP Wealth Advisors Employee Directory

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.

Find EP Wealth Advisors employees' phone numbers or email addresses

EP Wealth Advisors Global Highlights

North America
610

United States Of America
609
Canada
1

Africa
1

South Africa
1

Europe
1

Ireland
1

EP Wealth Advisors's Leadership

R. P.
Chief Executive Officer
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
R. R.
Chief Technology Officer (cto)
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
A. M.
Chief Investment Officer Chief Operating Officer
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
M. C.
Chief Compliance Officer
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
S. P.
Chief Compliance Officer
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
B. P.
Chief Investment Strategist At Wacker Wealth Partners
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
C. Z.
Vice President / Partner
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
C. H. R.
Vice President / Partner
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email

EP Wealth Advisors Employee Metrics

100%

50%

0%

2024

2023

Finance
Operations
Administrative
Marketing
Analytics
Other

Contact profiles from EP Wealth Advisors

Name

Title

Contact Info

Location

Last Update

E. V.
Managing Director/Partner- Wealth Management Services
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Oct 18, 2024
R. R.
Chief Technology Officer (cto)
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Jun 20, 2023
M. W.
Wealth Advisor/Partner
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Oct 23, 2024
P. O.
Wealth Advisor, Partner
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Oct 17, 2024
A. L.
Regional Director/Partner
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesArizona
Jan 03, 2023
A. M.
Chief Investment Officer Chief Operating Officer
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesNew York
Oct 23, 2024
B. C.
Managing Director, Partner
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesMassachusetts
Oct 16, 2024
B. J.
Senior Vice President/ Partner - Ep Wealth Advisors
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesUtah
Oct 23, 2024
B. A.
Regional Director / Partner
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesTexas
Oct 21, 2024
C. B.
Regional Director/Partner
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for EP Wealth Advisors and Millions of Other Companies
Sign up for full access to EP Wealth Advisors information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesWashington
Oct 16, 2024

Frequently Asked Questions

What is EP Wealth Advisors known for?

EP Wealth Advisors was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 21535 Hawthorne Blvd Suite 400 Torrance, California 90503 US; you can contact the main corporate office by phone at

+1-310-543-****

. Explore EP Wealth Advisors's company overview page for more information.

What is EP Wealth Advisors's most common email format?

EP Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EP Wealth Advisors email formats with LeadIQ.

How many employees does EP Wealth Advisors have currently?

EP Wealth Advisors has approximately 403 employees as of October 2024. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are EP Wealth Advisors's key employees and leadership?

As of October 2024, EP Wealth Advisors's key employees include:

Chief Executive Officer: R. P.
Chief Technology Officer (cto): R. R.
Chief Investment Officer Chief Operating Officer: A. M.
Chief Compliance Officer: M. C.
Chief Compliance Officer: S. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking