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 comprehensive financial planning, investment management, and wealth management services to individuals, families, and businesses. 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.
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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. Claude Fundraiser tracks EP Wealth Advisors alongside 45,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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