Family Office · Torrance, CA, United States
EP Wealth Advisors is a registered investment advisory firm founded in 2004 and headquartered in Torrance, California. The company provides financial planning, investment management, and wealth management services to individuals, families, and institutions. EP Wealth Advisors has expanded its presence across the United States through acquisitions and organic growth, managing billions in client assets and focusing on personalized, fiduciary advice tailored to clients’ financial goals.
Business models
services
Customer segments
Consumer, SMB, Mid-market, Enterprise, Government
Geography
US
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EP Wealth Advisors deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks EP Wealth Advisors alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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