EP Wealth Advisors Overview

  • Year Founded
  • 1999

Year Founded

  • Status
  • Private

  • Employees
  • 402

Employees

  • Latest Deal Type
  • Debt

  • Financing Rounds
  • 4

  • Investments
  • 34

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 clients to achieve their goals while minimizing uncertainty and risk.

Contact Information

Formerly Known As
Premier Financial Management, Ep Wealth Advisors, Inc.
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Corporate Office
  • 21535 Hawthorne Boulevard
  • Suite 400
  • Torrance, CA 90503
  • United States
+1 (310) 000-0000

EP Wealth Advisors Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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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
402 As of 2024
000
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00000 0000000000
Kansas City, MO
00 As of 0000
000000000000

000000

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00000 0000000000
Overland Park, KS
0000 As of 0000
00.000
000000000 00.000
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EP Wealth Advisors Competitors (20)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Frontier Wealth Management Private Equity-Backed Kansas City, MO 00 000000000000
Creative Planning Private Equity-Backed Overland Park, KS 0000 00.000 000000000 00.000
Compass Financial Partners Corporate Backed or Acquired Greensboro, NC 00 000000&0
Farr, Miller & Washington Private Equity-Backed Washington, DC 00 000000000000
Mercer Advisors Private Equity-Backed Denver, CO 0000 00000 0000000 0000 00000
You’re viewing 5 of 20 competitors. Get the full list »

EP Wealth Advisors Executive Team (20)

Name Title Board Seat Contact Info
Christopher Toumajian Chief Financial Officer
Rosana Rivera-Betancourt Chief Technology Officer
Brian Parker Co-Founder, Managing Director & Partner
Derek Holman Co-Founder, Managing Director & Partner
Matthew Crow Managing Director of Wealth Advisory & Partner
You’re viewing 5 of 20 executive team members. Get the full list »

EP Wealth Advisors Board Members (5)

Name Representing Role Since
00000 0000000 Berkshire Partners Board Member 000 0000
0000000 0000000 Berkshire Partners Board Member 000 0000
000 00000 00000-00 Berkshire Partners Board Member 000 0000
0000000 0000000000 EP Wealth Advisors Executive Chairman 000 0000
0000000 000000 Berkshire Partners Board Member 000 0000
To view EP Wealth Advisors’s complete board members history, request access »

EP Wealth Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 (34)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Wacker Wealth Partners 02-Apr-2024 0000000000 Asset Management 0000 0000
Parker Advisory Group 06-Feb-2024 0000000000 Other Financial Services 0000 0000
Foothills Financial Planning 10-Oct-2023 0000000000 Asset Management 0000 0000
Marble Capital (California) 10-Oct-2023 0000000000 Asset Management 0000 0000
Lehman & Derafelo Financial Resources 05-Apr-2023 Buyout/LBO Asset Management 0000000 0
You’re viewing 5 of 34 investments and acquisitions. Get the full list »

EP Wealth Advisors Subsidiaries (2)

Company Name Industry Location Founded
Soundmark Wealth Management Other Financial Services Kirkland, WA 2008
Mindful Money Asset Management Berkeley, CA 0000
To view EP Wealth Advisors’s complete subsidiaries history, request access »

EP Wealth Advisors FAQs

  • When was EP Wealth Advisors founded?

    EP Wealth Advisors was founded in 1999.

  • Who is the founder of EP Wealth Advisors?

    Brian Parker and Derek Holman are the founders of EP Wealth Advisors.

  • Who is the CEO of EP Wealth Advisors?

    Ryan Parker is the CEO of EP Wealth Advisors.

  • Where is EP Wealth Advisors headquartered?

    EP Wealth Advisors is headquartered in Torrance, CA.

  • What is the size of EP Wealth Advisors?

    EP Wealth Advisors has 402 total employees.

  • What industry is EP Wealth Advisors in?

    EP Wealth Advisors’s primary industry is Asset Management.

  • Is EP Wealth Advisors a private or public company?

    EP Wealth Advisors is a Private company.

  • What is EP Wealth Advisors’s current revenue?

    The current revenue for EP Wealth Advisors is 000000.

  • How much funding has EP Wealth Advisors raised over time?

    EP Wealth Advisors has raised $6M.

  • Who are EP Wealth Advisors’s investors?

    Berkshire Partners has invested in EP Wealth Advisors.

  • Who are EP Wealth Advisors’s competitors?

    Frontier Wealth Management, Creative Planning, Compass Financial Partners, Farr, Miller & Washington, and Mercer Advisors are some of the 20 competitors of EP Wealth Advisors.

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