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 financial strategies and fiduciary client relationships.
Business models
services
Customer segments
Consumer, SMB, Enterprise
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. 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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