EP Wealth Advisors LLC

EP Wealth Advisors LLC, also known as EP WEALTH ADVISORS, LLC, is a Delaware-based Limited Liability Company with 99 employees, 47 of whom serve in advisory roles. The number of clients served by the firm is unknown, and its SEC status is currently listed as Approved since April 16, 1987.

• BRIAN EDWARD PARKER

  MANAGING DIRECTOR owns less than 5%

• CHAD SINCLAIR

  CHIEF FINANCIAL OFFICER owns less than 5%

• DEREK HALLOCK HOLMAN

  MANAGING DIRECTOR owns less than 5%

• EPWA INC.

  MEMBER owns more than 50% but less than 75%

• KEVIN JON ASHWORTH

  INVESTMENT DIRECTOR owns less than 5%

• MARIO CHILIN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• PATRICK GABRIEL GOSHTIGIAN

  PRESIDENT owns less than 5%

• PROJECT EPIC ACQUISITIONS LLC

  MEMBER owns more than 25% but less than 50%

• RYAN STEVEN SERRECCHIA

  EVP & PARTNER owns less than 5%

• 76 WEST HOLDINGS, LLC

  MEMBER owns more than 25% but less than 50%

• BRIAN EDWARD PARKER

  SHAREHOLDER owns more than 25% but less than 50%

• DEREK HALLOCK HOLMAN

  SHAREHOLDER owns more than 25% but less than 50%

• ERIC STUART SCHWARTZ

  MEMBER owns 75% or more

• WEALTH PARTNERS CAPITAL GROUP

  MEMBER owns 75% or more

• Catalina Capital Group LLC
• Acquirers Funds LLC
• Albitz/Miloe and Associates Inc
• Legacy Financial Group LLC
• Harris Financial Advisors Inc
• South BAY Financial Partners Group Inc
• Banyan Tree Asset Management LLC

• The EP Wealth Advisors Q2 2022 vs. Q3 2022 13F Holdings Comparison: A Deep Dive into the Top Performers

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