# Wacker Wealth Partners

Wacker Wealth Partners is a Hedge Fund based in San Luis Obispo, United States.

## Overview

- **Organization type:** Hedge Fund
- **Headquarters:** San Luis Obispo, United States
- **Region:** North America
- **Address:** San Luis Obispo, CA, United States
- **Founded:** 1999
- **Assets under management:** $25B – $35B (Altss estimate)
- **Website:** www.epwealth.com

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Information Technology
- Medical Devices & Equipment
- Pharmaceuticals
- Renewable Energy

## Questions

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wacker-wealth-partners

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