Ep Wealth Advisors

Ep Wealth Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Torrance, California. On its latest Form ADV, filed September 17, 2026, it reports $45.1B in regulatory assets under management, 19,618 individual clients and 320 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	111147 · SEC file 801-29358
Office	21535 Hawthorne Blvd Suite 400 Torrance, CA 90503
Phone	(310) 543-4559
Website	www.epwealth.com
Regulatory assets under management	$45.1B ($44.5B discretionary)
Individual clients	18,029 non-high-net-worth, 1,589 high-net-worth
Financial planning clients	More than 500
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Selection of other advisers, Educational seminars
Employees	618
Disciplinary disclosures	None reported
Latest Form ADV filing	September 17, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Torrance

• Tortuga Wealth Management $223M
• Alessandra Capital Management, LLC $154M
• Taylor Wealth Management, LLC $171M
• MQ Private Wealth $87M
• South Bay Financial Partners $115M
• Fit Advisors LLC $69M

See all 15 fee-only advisers in Torrance →

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