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Wacker Wealth Partners
EP Wealth Advisors started in 1999 as a wealth manager and registered investment advisor in Torrance, California. It provides financial planning, retirement...
Wacker Wealth Partners
EP Wealth Advisors started in 1999 as a wealth manager and registered investment advisor in Torrance, California. It provides financial planning, retirement planning, investment management, and tax planning. The firm acquired Resolute Financial, Parker Advisory Group, Riley Private Client, Gather Financial Planning, and Executive Wealth Management.
General information
Firm type
Hedge Fund
Year founded
1999
AUM
$25B – $35B (Altss estimate)
Location
Region
North America
Country
United States
City
San Luis Obispo
Corporate office
San Luis Obispo, CA, United States
Sector focus
Frequently asked questions
Who leads EP Wealth Advisors' investment decisions?
Public leadership records remain thin. The firm has not disclosed a chief investment officer or dedicated venture team; investment activity appears to be directed at the parent level, likely by principals Ryan Parker and Patrick Goshtigian.
Does EP Wealth Advisors operate as a venture fund or a wealth manager?
It is a registered investment advisor first — the venture activity is a byproduct of its aggregated balance sheet. The firm does not market a commingled venture vehicle, and its SEC filings reflect an RIA whose primary revenue is fee-based advisory and planning.
What investment stages does EP Wealth Advisors target?
Available data points to early-stage (start-up) exposure. The internal taxonomy lists 'Early Stage: Start-up,' and there is no evidence of growth-buyout or late-stage crossover checks (per Altss research record).
Which sectors does EP Wealth Advisors explicitly pursue?
Tagged concentrations include Information Technology, Medical Devices & Equipment, Pharmaceuticals, and Renewable Energy. These align with the advisory-base tilt toward West Coast entrepreneurs and professionals in those industries.
How is EP Wealth Advisors structured relative to its acquired firms?
The parent acquires 100% of target RIAs but often retains the local brand and advisory team. Centralized functions — compliance, billing, portfolio construction — sit at the Torrance and San Luis Obispo offices, while client-facing advisors operate under legacy banners in satellite locations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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