Investment adviser · CRD 111147

EP WEALTH ADVISORS

Investment adviser filing (IA)

EP WEALTH ADVISORS, LLC.

TORRANCE, CA, United States · Form ADV filed Sep 17, 2026

Regulatory AUM: $45.1B
Client accounts: 20,738
Employees: 618
Advisory professionals: 320

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	18,029	$24,820,000,000	55.0%
High-net-worth individuals	1,589	$17,065,000,000	37.8%
Corporations & businesses	466	$2,010,000,000	4.5%
Retirement plans	300	$950,000,000	2.1%
Charities	354	$300,000,000	0.7%

Filing source

Form ADV 2107161 · Sep 17, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

EP INCOME ACCESS FUNDOther Private Fund · Last reported Sep 17, 2026$70.7MGross asset value

Fund administrator NAV CONSULTING INC. BEVERLY HILLS, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE AND TOUCHE LLP LOS ANGELES, California, United States

Custodian TD BANK LOS ANGELES, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE AND TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-4751726165
Reported beneficial owners: 75
Minimum commitment: $250K

Form ADV 2107161 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EP GROWTH FUNDOther Private Fund · Last reported Sep 17, 2026$12.1MGross asset value

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA NEW YORK, New York, United States

Custodian CITIZENS PRIVATE BANK RIVERSIDE, Rhode Island, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA
PCAOB 243

Fund details & source

Fund ID: 805-5182441891
Reported beneficial owners: 37
Minimum commitment: $100K

Form ADV 2107161 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 17, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

21535 HAWTHORNE BLVD, SUITE 400
TORRANCE, CA, 90503, United States

CRD 111147

Filing source

Form ADV 2107161 · Sep 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.