EP Wealth Advisors Growth, Revenue, Number of Employees and Funding
Estimated Revenue & Financials
- EP Wealth Advisors's estimated revenue is currently $22.5M per year.
- EP Wealth Advisors received $Undisclosed in venture funding in July 2017.
- EP Wealth Advisors's estimated revenue per employee is $197105
- EP Wealth Advisors has 114 Employees.
- EP Wealth Advisors grew their employee count by 46% last year.
- EP Wealth Advisors currently has 1 job openings.
|Steven Beals||Chief Administrative Officer|
|Brian Parker||Managing Director|
|Patrick Goshtigian||President & CEO|
|Clint Camua||Partner, Senior Vice President, CFP|
|Adam Phillips||Director of Portfolio Strategy|
|Greg Wells||Senior Vice President|
|Ben Porras||Vice President|
|Sean Cartin||Vice President|
|Trevor Bush||Vice President|
What Is EP Wealth Advisors?
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $4 billion in client assets under management (as of July 31, 2018). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today's economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.keywords:N/A
Number of Employees
Employee Growth %
|Name||Revenue||Number of Employees||Employee Growth||Total Funding|
EP Wealth Advisors News
TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser that ...
EP Wealth Advisors LLC of Torrance, Calif., has acquired Personal Financial Consultants, an independent fee-only financial planning and ...
Torrance, CA, based Investment company EP Wealth Advisors, Inc. (Current Portfolio) buys Vanguard Value ETF, Vanguard Growth ETF, ...
EP Wealth Advisors Funding
|2017-07-12||$Undisclosed||Undisclosed||Wealth Partners Capital Group||Article|
EP Wealth Advisors Executive Hires
|2019-03-22||Lynn Ballou||Regional Director||Article|
EP Wealth Advisors New Location/Offices
|2016-12-09||San Diego, CA||Article|
EP Wealth Advisors Acquisitions
|2015-01-14||Moore's Financial Group||Article|
|2018-06-05||Donnelly Wealth Advisors, Inc||Article|
|2018-09-12||Caves & Associates LLC||Article|