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Ep Wealth Advisors Holdings, LLC

MemberEp Wealth Advisors, LLC.

About Ep Wealth Advisors Holdings, LLC

Ep Wealth Advisors Holdings, LLC is listed as Member at Ep Wealth Advisors, LLC. in Torrance, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Ep Wealth Advisors, LLC.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ep Wealth Advisors Holdings, LLC work?

Ep Wealth Advisors Holdings, LLC is listed as Member at Ep Wealth Advisors, LLC. on SEC Form ADV.

How much of Ep Wealth Advisors, LLC. does Ep Wealth Advisors Holdings, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Ep Wealth Advisors, LLC.

TitleMember
OwnershipOver 75%
Control personYes
Since2020