EP Wealth Advisors epwealth.com

EP Wealth Advisors is an investment advisory and financial planning firm that provides client-centric financial planning, wealth management, and investment management services to individuals and businesses.

EP Wealth Advisors is an investment advisory and financial planning firm that provides client-centric financial planning, wealth management, and investment management services to individuals and businesses.

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Phone: 310-543-4559

Fax:

21515 Hawthorne Blvd.
Suite 1200
Torrance, 90503
California, United States

EP Wealth Advisors - Investments & Acquisitions

Show Real Data EP Wealth Advisors Investments
See all Recent Investments
Date Company Round Amount Co-investors
2018-10-09Rampart Wealth AdvisorsAcquired
2018-09-11Caves & AssociatesAcquired$191M
2018-06-04Donnelly Wealth AdvisorsAcquired
2018-02-12Millie Capital ManagementAcquired
See all 4 investments