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.

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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
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R. R.
Chief Technology Officer (cto)
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A. M.
Chief Investment Officer Chief Operating Officer
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M. C.
Chief Compliance Officer
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S. P.
Chief Compliance Officer
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B. P.
Chief Investment Strategist At Wacker Wealth Partners
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C. Z.
Vice President / Partner
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C. H. R.
Vice President / Partner
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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

P. S.
Regional Director / Partner
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Mobile Phone
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Email
United StatesUtah
Oct 16, 2024
R. J.
Vice President / Partner
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Mobile Phone
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Email
United StatesUtah
Oct 22, 2024
R. P.
Chief Executive Officer
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Mobile Phone
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Email
Oct 17, 2024
R. S.
Executive Vice President / Partner
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Mobile Phone
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Email
United StatesCalifornia
Oct 23, 2024
S. P.
Chief Compliance Officer
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Mobile Phone
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Email
Oct 23, 2024
S. S.
Managing Partner
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Email
United StatesPennsylvania
Oct 23, 2024
S. U.
Regional Director, Partner
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Mobile Phone
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Email
United StatesMaine
Oct 17, 2024
S. D.
Founder | Crm Strategic Partner
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Mobile Phone
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Email
Oct 17, 2024
S. D.
Regional Director/Partner
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Mobile Phone
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Email
United StatesWashington
Sep 20, 2024
S. B.
Divisional Leader, Partner
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Mobile Phone
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Work email
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Email
United StatesCalifornia
Oct 21, 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.

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