The EP WEALTH ADVISORS, LLC. is a privately held investment adviser that advises $45.22Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. EP WEALTH ADVISORS, LLC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 302.81% over the last 5-years.
The Group has been registered with the SEC for 39.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 54 office locations with their Headquarters at 21535 HAWTHORNE BLVD SUITE 400, TORRANCE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 618 employees comprised of 320 investment and 298 non-investment staff. The total number of Employees increased by 286.25% over the last 5-years.
Their $45.22Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1,120 other accounts. Assets of Individuals clients own $24.82Bn or 54.89% of Total Assets and High Net Worth Individuals own $17.07Bn or 37.74% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
EP WEALTH ADVISORS, LLC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.