EP Wealth Advisors Overview

  • Founded
  • 1985
Founded
  • Status
  • Private
  • Employees
  • 219
Employees
  • Latest Deal Type
  • Debt
  • Financing Rounds
  • 3
  • Investments
  • 25

EP Wealth Advisors General Information

Description

Operator of an investment advisory firm intended to develop customized plans with strategies designed to achieve specific goals and objectives. The company offers a wide range of comprehensive financing services, which include investment advisory, financial planning, wealth management and other related services, enabling the clients to achieve their goals while minimizing uncertainty and risk.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Commercial Services
Other Financial Services
Primary Office
  • 21515 Hawthorne Boulevard
  • Suite 1200
  • Torrance, CA 90503
  • United States
+1 (310) 000-0000
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EP Wealth Advisors Valuation & Funding

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

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EP Wealth Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Operator of an investment advisory firm intended to develop customized plans with strategies designed to achieve specifi
Asset Management
Torrance, CA
219 As of 2022
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Plymouth, MN
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Wayne, PA
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EP Wealth Advisors Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Wealth Enhancement Group Private Equity-Backed Plymouth, MN 000 000.00 000000000 000.00
000000 000000000 0 Corporate Backed or Acquired Wayne, PA 00 000000&0
000000000 0000000 Private Equity-Backed New York, NY 000000000000
0000000 000000000 Corporate Backed or Acquired Greensboro, NC 00 000000&0
0000000000 Private Equity-Backed Cleveland, OH 000 000000000000
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EP Wealth Advisors Executive Team (14)

Name Title Board Seat Contact Info
Patrick Goshtigian Chief Executive Officer & President
Christopher Toumajian Chief Financial Officer
Brian Parker Managing Director and Co-Founder
Derek Holman Managing Director and Co-Founder
Steven Beals Chief Administrative Officer and Partner
You’re viewing 5 of 14 executive team members. Get the full list »

EP Wealth Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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EP Wealth Advisors Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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EP Wealth Advisors Investments & Acquisitions (25)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 00000 29-Apr-2022 0000000000 Other Financial Services 0000000 0
00000000 0000 22-Apr-2022 0000000000 Asset Management 0000000 0
00000 0000000 21-Jan-2022 0000000000 Asset Management 0000000 0
000000000 000 28-Dec-2021 0000000000 Asset Management 0000000 0
Mindful Money 24-Dec-2021 Buyout/LBO Investment Banks 0000000 0
You’re viewing 5 of 25 investments and acquisitions. Get the full list »

EP Wealth Advisors Subsidiaries (2)

Company Name Industry Location Founded
Soundmark Wealth Management Asset Management Kirkland, WA 2008
0000000 00000 Investment Banks Berkeley, CA 0000
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