EP WEALTH ADVISORS, LLC.
Legal name: EP WEALTH ADVISORS
CRD #111147 SEC #801-29358 TORRANCE, CA 310-543-4559
SEC Registered Private Funds
Total AUM
$35.6B
Discretionary
$35.2B
Employees
557
Clients
--
Accounts
49,167
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $35.6B | $35.2B | $389.5M | 557 | 0 |
| Apr 2025 | $35.6B | $35.2B | $389.5M | 557 | 0 |
| Aug 2024 | $22.3B | $22B | $312M | 392 | 0 |
| Jul 2024 | $22.3B | $22B | $312M | 392 | 0 |
| Mar 2024 | $22.3B | $22B | $312M | 392 | 0 |
| Mar 2023 | $17.1B | $16.8B | $226M | 375 | 0 |
| Apr 2022 | $14.7B | $14.4B | $284M | 257 | 0 |
| Mar 2022 | $14.7B | $14.4B | $284M | 257 | 0 |
| Nov 2021 | $11.2B | $10.9B | $314M | 160 | 0 |
| Oct 2021 | $11.2B | $10.9B | $314M | 160 | 0 |
| Mar 2021 | $11.2B | $10.9B | $314M | 160 | 0 |
| Oct 2020 | $6.9B | $6.7B | $240M | 160 | 0 |
| Jun 2020 | $6.9B | $6.7B | $240M | 160 | 0 |
| Apr 2020 | $6.9B | $6.7B | $240M | 160 | 0 |
| Mar 2020 | $6.9B | $6.7B | $240M | 160 | 0 |
| Jun 2019 | $4.4B | $4.3B | $100M | 99 | 0 |
| May 2019 | $4.4B | $4.3B | $100M | 99 | 0 |
| Mar 2019 | $4.4B | $4.3B | $100M | 99 | 0 |
| Dec 2018 | $3.6B | $3.5B | $106M | 71 | 0 |
| Oct 2018 | $3.6B | $3.5B | $106M | 71 | 0 |
| Jul 2018 | $3.6B | $3.5B | $106M | 71 | 0 |
| Jul 2018 | $3.6B | $3.5B | $106M | 71 | 0 |
| Jun 2018 | $3.6B | $3.5B | $106M | 71 | 0 |
| May 2018 | $3.6B | $3.5B | $106M | 71 | 0 |
| Apr 2018 | $3.6B | $3.5B | $106M | 71 | 0 |
| Mar 2018 | $3.6B | $3.5B | $106M | 71 | 0 |
| Jul 2017 | $2.6B | $2.5B | $91M | 59 | 2,100 |
| Jun 2017 | $2.6B | $2.5B | $91M | 59 | 2,100 |
| Apr 2017 | $2.6B | $2.5B | $91M | 59 | 2,100 |
| Apr 2017 | $2.6B | $2.5B | $91M | 59 | 2,100 |
| Mar 2017 | $2.6B | $2.5B | $91M | 59 | 2,100 |
| Mar 2017 | $2.6B | $2.5B | $91M | 59 | 2,100 |
| Jul 2016 | $2.2B | $2.1B | $70M | 48 | 2,000 |
| Jun 2016 | $2.2B | $2.1B | $70M | 48 | 2,000 |
| Mar 2016 | $2.2B | $2.1B | $70M | 48 | 2,000 |
| Sep 2015 | $1.9B | $1.9B | $92M | 38 | 1,500 |
| Jul 2015 | $1.9B | $1.9B | $92M | 38 | 1,500 |
| May 2015 | $1.9B | $1.9B | $92M | 38 | 1,500 |
| Apr 2015 | $1.9B | $1.9B | $92M | 38 | 1,500 |
| Mar 2015 | $1.9B | $1.9B | $92M | 38 | 1,500 |
| Mar 2015 | $1.9B | $1.9B | $92M | 38 | 1,500 |
| Jan 2015 | $1.6B | $1.5B | $118M | 31 | 1,450 |
| Dec 2014 | $1.6B | $1.5B | $118M | 31 | 1,450 |
| Dec 2014 | $1.6B | $1.5B | $118M | 31 | 1,450 |
| Nov 2014 | $1.6B | $1.5B | $118M | 31 | 1,450 |
| Sep 2014 | $1.6B | $1.5B | $118M | 31 | 1,450 |
| Aug 2014 | $1.6B | $1.5B | $118M | 31 | 1,450 |
| Apr 2014 | $1.6B | $118M | $1.5B | 31 | 1,450 |
| Mar 2014 | $1.6B | $118M | $1.5B | 31 | 1,450 |
| Nov 2013 | $1.3B | $1.2B | $105M | 32 | 1,450 |
| Nov 2013 | $1.3B | $1.2B | $105M | 32 | 1,450 |
| Oct 2013 | $1.3B | $1.2B | $105M | 32 | 1,450 |
| Jul 2013 | $1.3B | $1.2B | $105M | 32 | 1,450 |
| Jun 2013 | $1.3B | $1.2B | $105M | 32 | 1,450 |
| May 2013 | $1.3B | $1.2B | $105M | 32 | 1,450 |
| May 2013 | $1.3B | $1.2B | $105M | 32 | 1,450 |
| Mar 2013 | $1.3B | $1.2B | $105M | 32 | 1,450 |
| Nov 2012 | $1.2B | $1.1B | $133M | 28 | 1,450 |
| Jun 2012 | $1.2B | $1.1B | $133M | 11 | 1,450 |
| Mar 2012 | $1.2B | $1.1B | $133M | 11 | 1,450 |
| Aug 2011 | $1B | $835M | $178M | -- | -- |
| Jul 2011 | $1B | $835M | $178M | -- | -- |
| Mar 2011 | $1B | $835M | $178M | -- | -- |
| Jan 2011 | $784M | $623M | $161M | -- | -- |
| Aug 2010 | $784M | $623M | $161M | -- | -- |
| Jul 2010 | $784M | $623M | $161M | -- | -- |
| Mar 2008 | $531M | $336M | $195M | -- | -- |
| Oct 2007 | $409M | $253M | $156M | -- | -- |
| Oct 2007 | $409M | $253M | $156M | -- | -- |
| Jan 2007 | $409M | $253M | $156M | -- | -- |
| Mar 2006 | $235M | $200M | $35M | -- | -- |
| Jan 2006 | $150M | $140M | $10M | -- | -- |
| Sep 2005 | $150M | $140M | $10M | -- | -- |
| Feb 2005 | $150M | $140M | $10M | -- | -- |
| Jun 2001 | $139M | $117M | $22M | 10 | -- |
DateMay 2025
Total AUM$35.6B
Discretionary$35.2B
Non-Disc.$389.5M
Employees557
Clients0
DateApr 2025
Total AUM$35.6B
Discretionary$35.2B
Non-Disc.$389.5M
Employees557
Clients0
DateAug 2024
Total AUM$22.3B
Discretionary$22B
Non-Disc.$312M
Employees392
Clients0
DateJul 2024
Total AUM$22.3B
Discretionary$22B
Non-Disc.$312M
Employees392
Clients0
DateMar 2024
Total AUM$22.3B
Discretionary$22B
Non-Disc.$312M
Employees392
Clients0
DateMar 2023
Total AUM$17.1B
Discretionary$16.8B
Non-Disc.$226M
Employees375
Clients0
DateApr 2022
Total AUM$14.7B
Discretionary$14.4B
Non-Disc.$284M
Employees257
Clients0
DateMar 2022
Total AUM$14.7B
Discretionary$14.4B
Non-Disc.$284M
Employees257
Clients0
DateNov 2021
Total AUM$11.2B
Discretionary$10.9B
Non-Disc.$314M
Employees160
Clients0
DateOct 2021
Total AUM$11.2B
Discretionary$10.9B
Non-Disc.$314M
Employees160
Clients0
DateMar 2021
Total AUM$11.2B
Discretionary$10.9B
Non-Disc.$314M
Employees160
Clients0
DateOct 2020
Total AUM$6.9B
Discretionary$6.7B
Non-Disc.$240M
Employees160
Clients0
DateJun 2020
Total AUM$6.9B
Discretionary$6.7B
Non-Disc.$240M
Employees160
Clients0
DateApr 2020
Total AUM$6.9B
Discretionary$6.7B
Non-Disc.$240M
Employees160
Clients0
DateMar 2020
Total AUM$6.9B
Discretionary$6.7B
Non-Disc.$240M
Employees160
Clients0
DateJun 2019
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$100M
Employees99
Clients0
DateMay 2019
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$100M
Employees99
Clients0
DateMar 2019
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$100M
Employees99
Clients0
DateDec 2018
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$106M
Employees71
Clients0
DateOct 2018
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$106M
Employees71
Clients0
DateJul 2018
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$106M
Employees71
Clients0
DateJul 2018
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$106M
Employees71
Clients0
DateJun 2018
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$106M
Employees71
Clients0
DateMay 2018
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$106M
Employees71
Clients0
DateApr 2018
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$106M
Employees71
Clients0
DateMar 2018
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$106M
Employees71
Clients0
DateJul 2017
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$91M
Employees59
Clients2,100
DateJun 2017
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$91M
Employees59
Clients2,100
DateApr 2017
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$91M
Employees59
Clients2,100
DateApr 2017
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$91M
Employees59
Clients2,100
DateMar 2017
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$91M
Employees59
Clients2,100
DateMar 2017
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$91M
Employees59
Clients2,100
DateJul 2016
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$70M
Employees48
Clients2,000
DateJun 2016
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$70M
Employees48
Clients2,000
DateMar 2016
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$70M
Employees48
Clients2,000
DateSep 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$92M
Employees38
Clients1,500
DateJul 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$92M
Employees38
Clients1,500
DateMay 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$92M
Employees38
Clients1,500
DateApr 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$92M
Employees38
Clients1,500
DateMar 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$92M
Employees38
Clients1,500
DateMar 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$92M
Employees38
Clients1,500
DateJan 2015
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$118M
Employees31
Clients1,450
DateDec 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$118M
Employees31
Clients1,450
DateDec 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$118M
Employees31
Clients1,450
DateNov 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$118M
Employees31
Clients1,450
DateSep 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$118M
Employees31
Clients1,450
DateAug 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$118M
Employees31
Clients1,450
DateApr 2014
Total AUM$1.6B
Discretionary$118M
Non-Disc.$1.5B
Employees31
Clients1,450
DateMar 2014
Total AUM$1.6B
Discretionary$118M
Non-Disc.$1.5B
Employees31
Clients1,450
DateNov 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$105M
Employees32
Clients1,450
DateNov 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$105M
Employees32
Clients1,450
DateOct 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$105M
Employees32
Clients1,450
DateJul 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$105M
Employees32
Clients1,450
DateJun 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$105M
Employees32
Clients1,450
DateMay 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$105M
Employees32
Clients1,450
DateMay 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$105M
Employees32
Clients1,450
DateMar 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$105M
Employees32
Clients1,450
DateNov 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$133M
Employees28
Clients1,450
DateJun 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$133M
Employees11
Clients1,450
DateMar 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$133M
Employees11
Clients1,450
DateAug 2011
Total AUM$1B
Discretionary$835M
Non-Disc.$178M
Employees--
Clients--
DateJul 2011
Total AUM$1B
Discretionary$835M
Non-Disc.$178M
Employees--
Clients--
DateMar 2011
Total AUM$1B
Discretionary$835M
Non-Disc.$178M
Employees--
Clients--
DateJan 2011
Total AUM$784M
Discretionary$623M
Non-Disc.$161M
Employees--
Clients--
DateAug 2010
Total AUM$784M
Discretionary$623M
Non-Disc.$161M
Employees--
Clients--
DateJul 2010
Total AUM$784M
Discretionary$623M
Non-Disc.$161M
Employees--
Clients--
DateMar 2008
Total AUM$531M
Discretionary$336M
Non-Disc.$195M
Employees--
Clients--
DateOct 2007
Total AUM$409M
Discretionary$253M
Non-Disc.$156M
Employees--
Clients--
DateOct 2007
Total AUM$409M
Discretionary$253M
Non-Disc.$156M
Employees--
Clients--
DateJan 2007
Total AUM$409M
Discretionary$253M
Non-Disc.$156M
Employees--
Clients--
DateMar 2006
Total AUM$235M
Discretionary$200M
Non-Disc.$35M
Employees--
Clients--
DateJan 2006
Total AUM$150M
Discretionary$140M
Non-Disc.$10M
Employees--
Clients--
DateSep 2005
Total AUM$150M
Discretionary$140M
Non-Disc.$10M
Employees--
Clients--
DateFeb 2005
Total AUM$150M
Discretionary$140M
Non-Disc.$10M
Employees--
Clients--
DateJun 2001
Total AUM$139M
Discretionary$117M
Non-Disc.$22M
Employees10
Clients--