Denver, CO Office
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EP Wealth Advisors
Enterprise
Firm-wide stats for EP Wealth Advisors
About
EP Wealth Advisors is a registered investment adviser that serves individuals (including high‑net‑worth clients), corporate and business clients, and retirement plans. The firm offers wealth management and discretionary portfolio management, financial planning (including hourly and retainer options), and ancillary services such as tax preparation and access to estate‑document preparation for clients meeting certain asset thresholds, and it also sponsors a wrap fee program.
The firm constructs customized model portfolios and provides ongoing monitoring and rebalancing, using a mix of fundamental, technical and cyclical analysis and, when suitable, short‑term trading, options, alternative investments and private fund recommendations. EP Wealth routinely recommends and monitors third‑party managers and implements ERISA plan work ranging from participant education to ERISA 3(38) discretionary fiduciary services for defined contribution and defined benefit plans.
Notable distinctions disclosed in the brochure include private‑equity ownership through EP Wealth Advisors Holdings (EPWA Fund IX‑A) with sponsors referenced in the filing, an internal offering of tax preparation and facilitated estate‑document services for clients above certain asset levels, and a branded trust referral relationship via National Advisors Trust Company (DBA EP Wealth Private Trust). The firm also discloses several referral and product relationships — including compensation from DPL for advisory services tied to certain commission‑based annuities and participation in Schwab/Fidelity referral/program arrangements — which it identifies as potential conflicts of interest to be managed.
Based on EP Wealth Advisors
Expertise
Based on EP Wealth Advisors
Location
7800 E. Union Ave Suite 520
Denver CO 80237
Advisors at this office
4
Advisors at this office
Carlos A
CFP®, Series 63, Series 66
Denver, CO
EP Wealth Advisors
Carlos Alas is a CFP® professional with three years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He has previously worked at Summit Wealth Group and Charles Schwab & Co., Inc. Aside from his advisory career, Carlos has been involved with B-Elite Soccer Academy/CASA Soccer Academy for six years. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services, constructing customized model portfolios with ongoing monitoring and rebalancing.
Jason T
CFP®, Series 66, Series 63
Denver, CO
EP Wealth Advisors
Jason Taylor is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Denver, CO. His prior roles include positions at Farther Finance Advisors, Strategic Wealth Advisors, and Fidelity Investments. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm combines fundamental, technical, and cyclical analysis with options, alternative investments, and private fund recommendations to construct and monitor customized portfolios.
Seth D
CFP®
Denver, CO
EP Wealth Advisors
Seth Davis is a CFP® professional with 19 years of industry experience. He is currently with EP Wealth Advisors and previously worked at RMB Capital Management and Wisdom In Action, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.
Ericka I
Series 65
Denver, CO
EP Wealth Advisors
Ericka Islas is a financial advisor at EP Wealth Advisors with a Series 65 credential and no prior industry experience. She has been with EP Wealth Advisors since 2022. Before entering the financial industry, she worked at Health Images for three years. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm builds customized model portfolios and employs a range of investment strategies, including fundamental and technical analysis, alongside third-party manager recommendations and ERISA plan services.
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