Average Client Size
$1,000,000
Assets Under Management
$42,200,000,000
EP Wealth Advisors works with individuals, families, business owners, and select institutional clients who value comprehensive, fiduciary financial guidance. We partner with those navigating important financial decisions - from retirement and tax planning to estate strategy and business transitions - providing integrated planning and investment management through dedicated advisory teams.
https://www.epwealth.com/hubfs/ADV%20Part%202A%20(March%2029%202025).pdf
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