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EP WEALTH ADVISORS
Legal name: EP WEALTH ADVISORS, LLC.
CRD 111147File 801-29358
APPROVED
Retail clients
Custody
Filing as of Sep 17, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.EPWEALTH.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 557 | 618 | increased by61 |
| Apr 1, 2026 | Clients | 14,834 | 20,738 | increased by5,904 |
| Apr 1, 2026 | AUM | $35,570,000,000 | $45,145,000,000 | increased by$9,575,000,000 |
| Apr 1, 2026 | Accounts | 49,167 | 20,738 | decreased by28,429 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 257 | 557 | increased by300 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 9,365 | 14,834 | increased by5,469 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $14,670,000,000 | $35,570,000,000 | increased by$20,900,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 18,365 | 49,167 | increased by30,802 |
| Apr 1, 2022 | Employees | 160 | 257 | increased by97 |
| Apr 1, 2022 | Clients | 6,432 | 9,365 | increased by2,933 |
| Apr 1, 2022 | AUM | $11,225,000,000 | $14,670,000,000 | increased by$3,445,000,000 |
| Apr 1, 2022 | Accounts | 20,782 | 18,365 | decreased by2,417 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EP WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EP WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.