Ep Wealth Advisors, LLC.
● SEC registered since 1987CRD 111147SEC# 801-29358Torrance, CA
Ranks #311 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$45.15B
Fund GAV
$82.8M
Private funds
2
Employees
618
Accounts
20,738
Location
Torrance, CA
Ep Wealth Advisors, LLC. assets under management
Ep Wealth Advisors, LLC. is a registered investment adviser overseen by the SEC based in Torrance, CA. The firm has been registered since 1987. It reports $45.1 billion in regulatory assets under management and employs 618 people. Ep Wealth Advisors, LLC. manages 2 private funds with combined gross assets of $82.8 million, including Ep Income Access Fund. By regulatory assets, it ranks 311 of 5,974 private fund managers.
Ep Wealth Advisors, LLC. private funds
2 funds · $82.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ep Income Access Fund | Other Private | $70.7M | $250K |
| Ep Growth Fund | Other Private | $12.1M | $100K |
Ep Wealth Advisors, LLC. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Neal Phillips Control | Managing Director Investments | Under 5% | 2014 |
| Alan Glenn Berkshire Control | Chief Administrative Officer & General Counsel | Under 5% | 2024 |
| Brian Edward Parker Control | Managing Director | Under 5% | 2005 |
| Derek Hallock Holman Control | Managing Director | Under 5% | 2005 |
| Ep Wealth Advisors Holdings, LLC Control | Member | Over 75% | 2020 |
| Jorge A Bernal Control | Chief Operating Officer | Under 5% | 2024 |
| Mario Chilin Control | Chief Compliance Officer | Under 5% | 2016 |
| Robert Wilson Control | Interim Chief Financial Officer | Under 5% | 2026 |
| Ryan Christopher Parker Control | Chief Executive Officer | Under 5% | 2021 |
| Epwa Fund Ix-A Acquisition Partners | Member | 25-50% | 2020 |
Frequently asked questions
How much does Ep Wealth Advisors, LLC. manage?
Ep Wealth Advisors, LLC. reports $45.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Ep Wealth Advisors, LLC. manage?
Ep Wealth Advisors, LLC. manages 2 private funds with combined gross assets of $82.8 million.
How many employees does Ep Wealth Advisors, LLC. have?
Ep Wealth Advisors, LLC. reports 618 employees.
Where is Ep Wealth Advisors, LLC. located?
Ep Wealth Advisors, LLC. is based in Torrance, CA and has been SEC-registered since 1987.
Does Ep Wealth Advisors, LLC. disclose fund performance?
Ep Wealth Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 21535 Hawthorne Blvd, Suite 400, Torrance, CA 90503 |
| Phone | 310-543-4559 |
| Fax | 310-316-0401 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$45.15B▲ 27%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,369 advisers
AUM vs fund managersTop 5%
Larger than 95% of 5,974 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 1%
More than 99% of 16,804 advisers
Assets under management
$45.15Bregulatory AUM
Discretionary $44.48BNon-discretionary $670M
Service providers
Custodian
Administrator