EP Wealth Advisors Overview

  • Founded
  • 1985
Founded
  • Status
  • Private
  • Employees
  • 100
Employees
  • Latest Deal Type
  • PE Growth
  • Financing Rounds
  • 2
  • Investments
  • 16

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, in order to enable 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 Executive Team (11)

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 11 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 Acquisitions (16)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000000 0 13-Nov-2020 000000000000000000 Other Financial Services 0000000 0000000000
000 0000000 00000 30-Sep-2020 000000000000000000 Asset Management 0000000 0000000000
00000000 00000000 31-Jul-2020 000000000000000000 Other Financial Services 0000000 0000000000
0000000000000 0000 03-Feb-2020 000000000000000000 Other Financial Services 0000000 0000000000
Guidant Wealth Advisors 16-Dec-2019 Merger/Acquisition 00000 Asset Management 0000000 0000000000
You’re viewing 5 of 16 acquisitions. Get the full list »

EP Wealth Advisors Subsidiaries (1)

Company Name Industry Location Founded
00000000 000000 00 Consulting Services (B2B) San Diego, CA 0000
To view EP Wealth Advisors’s complete subsidiaries history, request access »