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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 29, 2025
- Branch Offices
- 35
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| ASHWORTH, KEVIN, JON | I | INVESTMENT DIRECTOR | NA | Control |
| BEALS, STEVEN, DOUGLAS | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| BEALS, STEVEN, DOUGLAS | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| BEALS, STEVEN, DOUGLAS | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| BEALS, STEVEN, DOUGLAS | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| BEALS, STEVEN, DOUGLAS | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| BEALS, STEVEN, DOUGLAS | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| BEALS, STEVEN, DOUGLAS | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| BEALS, STEVEN, DOUGLAS | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| BEALS, STEVEN, DOUGLAS | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| BEALS, STEVEN, DOUGLAS | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| BEALS, STEVEN, DOUGLAS | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| BERKSHIRE, ALAN, GLENN | I | GENERAL COUNSEL | NA | Control |
| BERKSHIRE, ALAN, GLENN | I | GENERAL COUNSEL | NA | Control |
| BERKSHIRE, ALAN, GLENN | I | CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL | NA | Control |
| BERKSHIRE, ALAN, GLENN | I | CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL | NA | Control |
| BERKSHIRE, ALAN, GLENN | I | CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL | NA | Control |
| BERKSHIRE, ALAN, GLENN | I | CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL | NA | Control |
| BERKSHIRE, ALAN, GLENN | I | CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL | NA | Control |
| BERKSHIRE, ALAN, GLENN | I | CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL | NA | Control |
| BERNAL, JORGE, A | I | CHIEF OPERATING OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHILIN, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| ERTMAN, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | |
| GLOVER, MEGAN, LAVONNE | I | CHIEF PEOPLE OFFICER | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | PRESIDENT | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | EXECUTIVE CHAIRMAN | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | EXECUTIVE CHAIRMAN | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | EXECUTIVE CHAIRMAN | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | EXECUTIVE CHAIRMAN | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | EXECUTIVE CHAIRMAN | NA | Control |
| GOSHTIGIAN, PATRICK, GABRIEL | I | EXECUTIVE CHAIRMAN | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PARKER, RYAN, CHRISTOPHER | I | CHIEF GROWTH OFFICER | NA | Control |
| PARKER, RYAN, CHRISTOPHER | I | CHIEF GROWTH OFFICER | NA | Control |
| PARKER, RYAN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| PARKER, RYAN, CHRISTOPHER | I | CHIEF GROWTH OFFICER | NA | Control |
| PARKER, RYAN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| PARKER, RYAN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| PARKER, RYAN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARKER, RYAN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARKER, RYAN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARKER, RYAN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARKER, RYAN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARKER, RYAN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PHILLIPS, ADAM, NEAL | I | MANAGING DIRECTOR INVESTMENTS | NA | Control |
| PHILLIPS, ADAM, NEAL | I | MANAGING DIRECTOR INVESTMENTS | NA | Control |
| PHILLIPS, ADAM, NEAL | I | MANAGING DIRECTOR INVESTMENTS | NA | Control |
| PHILLIPS, ADAM, NEAL | I | MANAGING DIRECTOR INVESTMENTS | NA | Control |
| PHILLIPS, ADAM, NEAL | I | MANAGING DIRECTOR INVESTMENTS | NA | Control |
| PHILLIPS, ADAM, NEAL | I | MANAGING DIRECTOR INVESTMENTS | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | NA | Control |
| SINCLAIR, CHAD | I | CHIEF FINANCIAL OFFICER | NA | |
| SINCLAIR, CHAD | I | CHIEF FINANCIAL OFFICER | NA | |
| SINCLAIR, CHAD | I | CHIEF FINANCIAL OFFICER | NA | |
| SINCLAIR, CHAD | I | CHIEF FINANCIAL OFFICER | NA | |
| SINCLAIR, CHAD | I | CHIEF FINANCIAL OFFICER | NA | |
| SINCLAIR, CHAD | I | CHIEF FINANCIAL OFFICER | NA | |
| SINCLAIR, CHAD | I | CHIEF FINANCIAL OFFICER | NA | |
| SINCLAIR, CHAD | I | CHIEF FINANCIAL OFFICER | NA | |
| SINCLAIR, CHAD | I | CHIEF FINANCIAL OFFICER | NA | |
| SINCLAIR, CHAD | I | CHIEF FINANCIAL OFFICER | NA | |
| SINCLAIR, CHAD | I | CHIEF FINANCIAL OFFICER | NA | |
| TOUMAJIAN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOUMAJIAN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOUMAJIAN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOUMAJIAN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOUMAJIAN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOUMAJIAN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOUMAJIAN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOUMAJIAN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOUMAJIAN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOUMAJIAN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOUMAJIAN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOUMAJIAN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Toumajian, Christopher | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Toumajian, Christopher | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Toumajian, Christopher | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Toumajian, Christopher | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Toumajian, Christopher | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ENRIGHT, STEPHANIE, VESELICH | I | PRESIDENT | E | Control |
| EP WEALTH ADVISORS HOLDINGS, LLC | DE | MEMBER | E | Control |
| EP WEALTH ADVISORS HOLDINGS, LLC | DE | MEMBER | E | Control |
| EP WEALTH ADVISORS HOLDINGS, LLC | DE | MEMBER | E | |
| EP WEALTH ADVISORS HOLDINGS, LLC | DE | MEMBER | E | Control |
| EP WEALTH ADVISORS HOLDINGS, LLC | DE | MEMBER | E | Control |
| EP WEALTH ADVISORS HOLDINGS, LLC | DE | MEMBER | E | Control |
| EPWA HOLDING COMPANY | DE | MEMBER | E | Control |
| EPWA HOLDING COMPANY | DE | MEMBER | E | Control |
| EPWA HOLDING COMPANY | DE | MEMBER | E | Control |
| EPWA HOLDING COMPANY | DE | MEMBER | E | Control |
| EPWA HOLDING COMPANY | DE | MEMBER | E | Control |
| EPWA HOLDING COMPANY | DE | MEMBER | E | Control |
| EPWA HOLDING COMPANY | DE | MEMBER | E | Control |
| EPWA HOLDING COMPANY | DE | MEMBER | E | Control |
| PREMIER FINANCIAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| PREMIER FINANCIAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| PREMIER FINANCIAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| PREMIER FINANCIAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| PREMIER FINANCIAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| PREMIER FINANCIAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| PREMIER FINANCIAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| EPWA INC. | DE | MEMBER | D | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| HOLMAN, DEREK, HALLOCK | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | C | Control |
| HOLMAN, DEREK, HALLOCK | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PARKER, BRIAN, EDWARD | I | MANAGING DIRECTOR | C | Control |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | MEMBER | C | |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | A | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | A | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | A | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | A | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | A | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | A | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | A | Control |
| SERRECCHIA, RYAN, STEVEN | I | EVP & PARTNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ASHWORTH, KEVIN, JON | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| ASHWORTH, KEVIN, JON | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| ASHWORTH, KEVIN, JON | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| ASHWORTH, KEVIN, JON | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| ASHWORTH, KEVIN, JON | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| ASHWORTH, KEVIN, JON | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| ASHWORTH, KEVIN, JON | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| HOLMAN, DEREK, HALLOCK | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| HOLMAN, DEREK, HALLOCK | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| HOLMAN, DEREK, HALLOCK | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| HOLMAN, DEREK, HALLOCK | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| HOLMAN, DEREK, HALLOCK | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| HOLMAN, DEREK, HALLOCK | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| HOLMAN, DEREK, HALLOCK | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| PARKER, BRIAN, EDWARD | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| PARKER, BRIAN, EDWARD | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| PARKER, BRIAN, EDWARD | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| PARKER, BRIAN, EDWARD | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| PARKER, BRIAN, EDWARD | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| PARKER, BRIAN, EDWARD | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| PARKER, BRIAN, EDWARD | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | Control |
| WENDT, GREGORY, FRED | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| WENDT, GREGORY, FRED | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| WENDT, GREGORY, FRED | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| WENDT, GREGORY, FRED | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| WENDT, GREGORY, FRED | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| WENDT, GREGORY, FRED | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| WENDT, GREGORY, FRED | I | PREMIER FINANCIAL MANAGEMENT, LLC | F | |
| EPWA FUND IX-A ACQUISITION PARTNERS | DE | PROJECT EPIC ACQUISITIONS LLC | E | |
| EPWA FUND IX-A ACQUISITION PARTNERS | DE | PROJECT EPIC ACQUISITIONS LLC | E | |
| EPWA FUND IX-A ACQUISITION PARTNERS | DE | PROJECT EPIC ACQUISITIONS LLC | E | |
| EPWA FUND IX-A ACQUISITION PARTNERS | DE | PROJECT EPIC ACQUISITIONS LLC | E | |
| NINTH BERKSHIRE ASSOCIATES LLC | DE | EPWA FUND IX-A ACQUISITION PARTNERS | E | |
| NINTH BERKSHIRE ASSOCIATES LLC | DE | EPWA FUND IX-A ACQUISITION PARTNERS | E | |
| NINTH BERKSHIRE ASSOCIATES LLC | DE | EPWA FUND IX-A ACQUISITION PARTNERS | E | |
| NINTH BERKSHIRE ASSOCIATES LLC | DE | EPWA FUND IX-A ACQUISITION PARTNERS | E | |
| NINTH BERKSHIRE ASSOCIATES LLC | DE | EPWA FUND IX-A ACQUISITION PARTNERS | E | |
| NINTH BERKSHIRE ASSOCIATES LLC | DE | EPWA FUND IX-A ACQUISITION PARTNERS | E | |
| NINTH BERKSHIRE ASSOCIATES LLC | DE | EPWA FUND IX-A ACQUISITION PARTNERS | E | |
| NINTH BERKSHIRE ASSOCIATES LLC | DE | EPWA FUND IX-A ACQUISITION PARTNERS | E | |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | E | Control |
| WPCG LLC | DE | PROJECT EPIC ACQUISITIONS LLC | E | |
| WPCG LLC | DE | PROJECT EPIC ACQUISITIONS LLC | E | |
| ENRIGHT, STEPHANIE, VESELICH | I | PREMIER FINANCIAL MANAGEMENT, LLC | D | Control |
| ENRIGHT, STEPHANIE, VESELICH | I | PREMIER FINANCIAL MANAGEMENT, LLC | D | Control |
| ENRIGHT, STEPHANIE, VESELICH | I | PREMIER FINANCIAL MANAGEMENT, LLC | D | Control |
| ENRIGHT, STEPHANIE, VESELICH | I | PREMIER FINANCIAL MANAGEMENT, LLC | D | Control |
| ENRIGHT, STEPHANIE, VESELICH | I | PREMIER FINANCIAL MANAGEMENT, LLC | D | Control |
| ENRIGHT, STEPHANIE, VESELICH | I | PREMIER FINANCIAL MANAGEMENT, LLC | D | Control |
| ENRIGHT, STEPHANIE, VESELICH | I | PREMIER FINANCIAL MANAGEMENT, LLC | D | Control |
| EPWA FUND IX-A ACQUISITION PARTNERS | DE | PROJECT EPIC ACQUISITIONS LLC | D | |
| EPWA FUND IX-A ACQUISITION PARTNERS | DE | PROJECT EPIC ACQUISITIONS LLC | D | |
| EPWA FUND IX-A ACQUISITION PARTNERS | DE | PROJECT EPIC ACQUISITIONS LLC | D | |
| EPWA FUND IX-A ACQUISITION PARTNERS | DE | PROJECT EPIC ACQUISITIONS LLC | D | |
| EPWA FUND IX-A ACQUISITION PARTNERS | DE | PROJECT EPIC ACQUISITIONS LLC | D | |
| EPWA FUND IX-A ACQUISITION PARTNERS | DE | PROJECT EPIC ACQUISITIONS LLC | D | |
| EPWA FUND IX-A ACQUISITION PARTNERS | DE | PROJECT EPIC ACQUISITIONS LLC | D | |
| EPWA FUND IX-A ACQUISITION PARTNERS | DE | PROJECT EPIC ACQUISITIONS LLC | D | |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP | C | Control |
| EPWA INC. | DE | EPWA HOLDING COMPANY | C | Control |
| EPWA INC. | DE | EPWA HOLDING COMPANY | C | Control |
| EPWA INC. | DE | EPWA HOLDING COMPANY | C | Control |
| EPWA INC. | DE | EPWA HOLDING COMPANY | C | Control |
| EPWA INC. | DE | EPWA HOLDING COMPANY | C | Control |
| EPWA INC. | DE | EPWA HOLDING COMPANY | C | Control |
| EPWA INC. | DE | EPWA HOLDING COMPANY | C | Control |
| EPWA INC. | DE | EPWA HOLDING COMPANY | C | Control |
| EPWA INC. | DE | EP WEALTH ADVISORS HOLDINGS, LLC | C | Control |
| EPWA INC. | DE | EP WEALTH ADVISORS HOLDINGS, LLC | C | Control |
| EPWA INC. | DE | EP WEALTH ADVISORS HOLDINGS, LLC | C | Control |
| EPWA INC. | DE | EP WEALTH ADVISORS HOLDINGS, LLC | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| HOLMAN, DEREK, HALLOCK | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PARKER, BRIAN, EDWARD | I | EPWA INC. | C | Control |
| PROJECT EPIC ACQUISITIONS LLC | DE | EPWA HOLDING COMPANY | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EPWA HOLDING COMPANY | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EPWA HOLDING COMPANY | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EPWA HOLDING COMPANY | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EPWA HOLDING COMPANY | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EPWA HOLDING COMPANY | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EPWA HOLDING COMPANY | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EPWA HOLDING COMPANY | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EP WEALTH ADVISORS HOLDINGS, LLC | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EP WEALTH ADVISORS HOLDINGS, LLC | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EP WEALTH ADVISORS HOLDINGS, LLC | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EP WEALTH ADVISORS HOLDINGS, LLC | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EP WEALTH ADVISORS HOLDINGS, LLC | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EP WEALTH ADVISORS HOLDINGS, LLC | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EP WEALTH ADVISORS HOLDINGS, LLC | C | |
| PROJECT EPIC ACQUISITIONS LLC | DE | EP WEALTH ADVISORS HOLDINGS, LLC | C | |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | C | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | C | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | C | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | C | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | C | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | C | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | C | Control |
| WEALTH PARTNERS CAPITAL GROUP | DE | PROJECT EPIC ACQUISITIONS LLC | C | Control |
Registrations
Federal
IA
May 29, 2025 REGISTERED
Notice Filings (51)
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Address
21535 HAWTHORNE BLVDSUITE 400
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Phone: 310-543-4559