Ep Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: Ep Wealth Advisors, LLC.

Torrance, CA Website

AUM

$45.1B
Regulatory AUM

Private funds

2
Other 2

Private fund assets

$82.8M
Gross asset value

Employees

618

Last Form D raise

—

From SEC Form ADV filing (filed Sep 17, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

A
Adam Phillips
Managing Director Investments
Source: SEC Form ADV
B
Brian Parker
Managing Director
Source: SEC Form ADV
D
Derek Holman
Managing Director
Source: SEC Form ADV
R
Ryan Parker
Chief Executive Officer
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Ep Income Access FundOther$70.7M———
Ep Growth FundOther$12.1M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
111147
SEC file number
801-29358

Sources