| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ep Income Access Fund | Other Private | $70.7M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Neal Phillips Control | Managing Director Investments | Under 5% | 2014 |
| Alan Glenn Berkshire Control | Chief Administrative Officer & General Counsel | Under 5% | 2024 |
| Brian Edward Parker Control | Managing Director | Under 5% | 2005 |
Ep Wealth Advisors, LLC. reports $35.6 billion in regulatory assets under management on its Form ADV.
Ep Wealth Advisors, LLC. manages 1 private funds with combined gross assets of $70.7 million.
Ep Wealth Advisors, LLC. reports 557 employees.
Ep Wealth Advisors, LLC. is based in Torrance, CA and has been SEC-registered since 1987.
Ep Wealth Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 21535 Hawthorne Blvd, Suite 400, Torrance, CA 90503 |
| Phone | 310-543-4559 |
| Fax | 310-316-0401 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $35.18B |
| Non-discretionary | $389.5M |
| Total (RAUM) | $35.57B |