Robert Wilson
Interim Chief Financial OfficerEp Wealth Advisors, LLC.CRD 8324234
About Robert Wilson
Robert Wilson is listed as Interim Chief Financial Officer at Ep Wealth Advisors, LLC. in Torrance, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Ep Wealth Advisors, LLC.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Robert Wilson work?
Robert Wilson is listed as Interim Chief Financial Officer at Ep Wealth Advisors, LLC. on SEC Form ADV.
How much of Ep Wealth Advisors, LLC. does Robert Wilson own?
Form ADV reports a beneficial ownership band of Under 5%.
Ep Wealth Advisors, LLC.
| Title | Interim Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |