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EP Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States501-1000 Employees

EP Wealth Advisors operates in the financial services field, providing investment management, financial planning, and wealth advisory services. The firm emphasizes tailoring plans to each client's situation, developing integrated portfolios and individualized wealth plans to help meet specific goals. As of March 31, 2026, it reported client assets under management exceeding $44.1 billion.

Headquartered in Torrance, California, the company is described as a mid-sized advisory firm. In March 2026 it expanded its East Coast presence through the acquisition of Divergent Planning, LLC.

Find EP Wealth Advisors employees' phone numbers or email addresses

EP Wealth Advisors Global Highlights

Location
Employees

North America
708

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  • United States Of America
    708

Europe
1

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  • Ireland
    1

EP Wealth Advisors's Leadership

  • Vice President , Marketing at EP Wealth Advisors
    S. P.
    Vice President , Marketing
    Mobile Phone
  • President Chief Financial Officer at EP Wealth Advisors
    D. H.
    President Chief Financial Officer
    Mobile Phone
  • Head Of Client Growth And Partner Channels at EP Wealth Advisors
    C. Q.
    Head Of Client Growth And Partner Channels
    Mobile Phone
  • Co-Founder, Managing Director, Member Of Investment Committee, And Member Of Executive Committee at EP Wealth Advisors
    P. B.
    Co-Founder, Managing Director, Member Of Investment Committee, And Member Of Executive Committee
    Mobile Phone
  • Senior Vice President And Partner at EP Wealth Advisors
    J. D. -. M. P.
    Senior Vice President And Partner
    Mobile Phone
  • Managing Director, Head Of Marketing at EP Wealth Advisors
    J. M.
    Managing Director, Head Of Marketing
    Mobile Phone
  • Regional Director, Partner at EP Wealth Advisors
    L. A. K.
    Regional Director, Partner
    Mobile Phone
  • Regional Director, Partner at EP Wealth Advisors
    R. I.
    Regional Director, Partner
    Mobile Phone

EP Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Administrative
  • Marketing
  • Analytics
  • Other
  • Banking
  • Accounting
  • Information Technology
  • Human Resources
  • Program & Project Management

Contact profiles from EP Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Marketing Services Manager at EP Wealth Advisors
    A. P.
    Marketing Services Manager
    Mobile Phone
    Jul 15, 2026
  • Portfolio Manager at EP Wealth Advisors
    A. M.
    Portfolio Manager
    Mobile Phone
    Oct 17, 2024
  • Portfolio Manager at EP Wealth Advisors
    D. K.
    Portfolio Manager
    Mobile Phone
    Feb 10, 2025
  • Operations Manager at EP Wealth Advisors
    E. B.
    Operations Manager
    Mobile Phone
    Oct 16, 2024
  • Portfolio Manager at EP Wealth Advisors
    H. E.
    Portfolio Manager
    Mobile Phone
    Oct 23, 2024
  • Operations Manager at EP Wealth Advisors
    H. R.
    Operations Manager
    Mobile Phone
    Oct 21, 2024
  • Learning And Development Manager at EP Wealth Advisors
    J. W.
    Learning And Development Manager
    Mobile Phone
    May 07, 2026
  • Client Relationship Manager at EP Wealth Advisors
    M. B.
    Client Relationship Manager
    Mobile Phone
    Oct 17, 2024
  • Client Service Manager at EP Wealth Advisors
    M. M.
    Client Service Manager
    Mobile Phone
    Oct 17, 2024
  • Manager , Information Technology at EP Wealth Advisors
    M. H.
    Manager , Information Technology
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is EP Wealth Advisors known for?

Minus sign iconPlus sign iconEP Wealth Advisors was founded in 2004 and operates in the Financial Services industry. You can contact EP Wealth Advisors's main corporate office by phone at
+1-310-543-****
. Explore EP Wealth Advisors's company overview page for more information.

What is EP Wealth Advisors's most common email format?

Minus sign iconPlus sign iconEP Wealth Advisors employees' email format typically follows the pattern of FLast@epwealth.com. Trying to find reliable and up-to-date employee contact data? Find more EP Wealth Advisors email formats with LeadIQ.

How many employees does EP Wealth Advisors have currently?

Minus sign iconPlus sign iconEP Wealth Advisors has approximately 627 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

Who are EP Wealth Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, EP Wealth Advisors's key employees include:

  • Vice President , Marketing: S. P.
  • President Chief Financial Officer: D. H.
  • Head Of Client Growth And Partner Channels: C. Q.
  • Co-Founder, Managing Director, Member Of Investment Committee, And Member Of Executive Committee: P. B.
  • Senior Vice President And Partner: J. D. -. M. P.

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