# EP Wealth Advisors

EP Wealth Advisors is a Bank / Wealth / Trust based in Torrance, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Torrance, United States
- **Region:** North America
- **Address:** Torrance, CA, United States
- **Founded:** 1987
- **Assets under management:** $44.1B
- **Website:** epwealth.com
- **LinkedIn:** https://www.linkedin.com/company/ep-wealth-advisors

## Regulatory record

- **CRD number:** 111147
- **SEC file number:** 801-29358
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111147

## About

EP Wealth Advisors is an SEC-registered investment adviser in Torrance, CA, established in 1987. The firm manages $45.1 billion in assets under regulation. It has 618 employees and 320 investment advisers.

## Sectors

- Secondaries & Special Situations

## Questions

### How is EP Wealth Advisors structured as a business?

EP Wealth Advisors is a registered investment advisor, placing it under SEC oversight and subject to fiduciary standards. It has grown through rolling up regional wealth-management practices, using acquisitions to expand its advisor network and geographic reach. This structure blends traditional financial planning with institutional-style secondaries investing.

### What types of fund stakes does EP Wealth Advisors target?

The firm emphasizes small to mid-sized LP interests across buyout, growth equity, and venture capital funds, primarily in North America. By focusing on deal sizes that larger secondary buyers bypass, it seeks pricing inefficiencies and less competition. The underlying fund portfolios are vetted for manager quality and asset-level exposure.

### What makes EP Wealth Advisors different from dedicated secondaries funds?

Unlike stand-alone secondaries managers that raise blind-pool funds, EP Wealth Advisors deploys capital through its wealth-management platform, integrating advisory relationships with deal sourcing. This hybrid model aligns a fiduciary wealth-management business with opportunistic principal investing. The firm's acquisition-driven growth also provides a built-in distribution network for sourced deal flow across multiple offices.

## Related profiles

- [Eos Financial Planning](https://altss.com/profile/eos-financial-planning)
- [Ephrata Community Hospital](https://altss.com/profile/ephrata-community-hospital)

---

Last updated: 2026-07-10T23:04:23.000Z

Canonical page: https://altss.com/profile/ep-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology