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Fund Manager

EP Wealth Advisors

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EA
EP Wealth Advisors

Fund Manager

Primary Strategy: Other

Number of Employees: 557

Ownership: Privately Held

Year End: December

Description

EP Wealth Advisors is an investment management, financial planning, and wealth advisory firm managing over $23.6 billion in client assets (as of 4/30/24). They focus on understanding clients' unique situations to develop customized plans and strategies, aiming for individualized solutions and peace of mind amidst an evolving economic landscape.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/ep-wealth-advisors

Address

21535 Hawthorne BLVD, Suite 400, Torrance, California, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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