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EP Wealth Advisors

EP Wealth Advisors
1985 FOUNDED
PRIVATE STATUS
91-100 EMPLOYEES
Corporate LATEST DEAL TYPE
1 FINANCING ROUNDS
11 INVESTMENTS
Description

Provider of financial planning services. The company advises on investment management, financial planning, wealth management by developing a comprehensive understanding of clients' current needs, future goals, and personal or family ambitions and builds customized plans for individuals.

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary Office
  • 21515 Hawthorne Boulevard
  • Suite 1200
  • Torrance, CA 90503
  • United States

+1 (310) 000-0000

EP Wealth Advisors Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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EP Wealth Advisors Acquisitions (11)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 0000000000000 14-Oct-2019 000000000000000000 Asset Management 0000000 0000000000
00000000 000000000 19-Aug-2019 000000000000000000 Other Financial Services 0000000 0000000000
000000000 00000000 08-Jul-2019 000000000000000000 Asset Management 0000000 0000000000
000000 0000 000000 06-May-2019 000000000000000000 Other Financial Services 0000000 0000000000
Rampart Wealth 05-Oct-2018 Merger/Acquisition 00000 Consulting Services (B2B) 0000000 0000000000
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EP Wealth Advisors Subsidiaries (3)

Company Name Industry Location Founded
Ballou Plum Wealth Advisors Consulting Services (B2B) Lafayette, CA 1998
00000000 000000 00 Consulting Services (B2B) San Diego, CA 0000
00000 & 0000000000 Other Capital Markets/Institutions Manhattan Beach, CA 0000
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EP Wealth Advisors Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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EP Wealth Advisors Executive Team (4)

Name Title Board
Seat
Contact
Info
Patrick Goshtigian Chief Executive Officer & President
Brian Parker Co-Managing Director & Co-Founder
Derek Holman Co-Managing Director & Co-Founder

1 Former Executive

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