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EP WEALTH ADVISORS
Legal name: EP WEALTH ADVISORS, LLC.
CRD 111147File 801-29358
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$45.15B
Top 10% of cohort (national)
Discretionary AUM
$44.48B
Non-discretionary $670.0M
Clients
20,738
20,738 accounts
Employees
618
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 16, 1987
- Principal office
- 21535 HAWTHORNE BLVD, SUITE 400, TORRANCE, CA, 90503
- Phone
- 310-543-4559
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $45.15B
- Discretionary AUM
- $44.48B
- Non-discretionary AUM
- $670.0M
- Discretionary accounts
- 20,000
- Non-discretionary accounts
- 738
- Total accounts
- 20,738
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 466 | $2.01B |
| Charitable organizations | 354 | $300.0M |
| High net worth individuals | 1,589 | $17.07B |
| Pension and profit sharing plans | 300 | $950.0M |
| Individuals (other than high net worth individuals) | 18,029 | $24.82B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.