A complete list of active advisors currently associated with EP Wealth Management LLC

Warmer can help you find a great advisor at EP Wealth Management LLC or one who fits your needs even better.

EP Wealth Management LLC is a registered investment adviser formed in 2024 that offers discretionary investment management and related advisory services to individuals and high‑net‑worth clients, including account reviews, asset allocation recommendations, and a one‑time financial plan. The firm generally charges asset‑based (percentage‑of‑AUM) advisory fees and makes managed accounts available through qualified custodians. The firm tailors portfolios to clients’ objectives, time horizons, and risk tolerances, employing methods such as asset allocation, dollar‑cost averaging, technical analysis, and a mix of short‑ and long‑term purchases with an explicit focus on maintaining purchasing power over the long term. EP Wealth may delegate management to unaffiliated third‑party sub‑advisors under discretionary agreements, supervises those relationships, and may recommend wrap fee program options when appropriate. A noteworthy and uncommon aspect of the firm is its selection and use of other advisers: the brochure discloses that it engages unaffiliated sub‑advisors (including named firms) to manage some accounts and incorporates those advisors’ fees into client arrangements. The firm also reported no assets under management at filing, limits custody to fee‑deduction authorization, and discloses that some representatives are licensed insurance agents who may offer commissionable products (up to 30% of their time), a potential conflict it identifies in its disclosures.

To learn more about the advisors currently working at EP Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.