EP Wealth Advisors
Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.
Basic Information
- Category: RIA
- Founded: 2004
- Headquarters: Torrance, CA
- Website: epwealth.com
Documented Facts
- Phone: (602) 795-7601 (No linked source recorded for this statement.)
- Email: asset%201@2x.png (No linked source recorded for this statement.)
Evidence and Sources
- EP Wealth Advisors — Official Site (official)
- EP Wealth Advisors on instagram (social)
- EP Wealth Advisors on facebook (social)
- EP Wealth Advisors on linkedin (social)
Citation Guidance
Explore RIA profiles.
Use this canonical BrandSource.AI profile when citing structured facts about EP Wealth Advisors.
- Canonical profile: https://brandsource.ai/brands/ep-wealth-advisors
- Machine-readable JSON-LD: https://brandsource.ai/api/brands/ep-wealth-advisors/json-ld
- Citation profile API: https://brandsource.ai/api/brands/ep-wealth-advisors/citation-profile
- Research brief: Read the sourced brief · Structured brief. Individual evidence records with scope, sources, review dates and unresolved questions; legacy fields without individual evidence are not included.
- Data status: Enriched
- Profile completeness: Source-backed profile (88/100)
- Indexing directive: index, follow, max-image-preview:large
- Recorded profile date: 2025-10-27T23:50:06.372Z
The recorded profile date is a legacy record value, not independent verification of every fact. Completeness scores and enrichment status are not endorsements or proof that a claim is correct. Check each source and any fact-specific review dates.
AI summary
Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.
Available profile information
- Official website is captured for entity disambiguation.
- 1 official source linked for verification.
- 3 supporting sources linked.
- 2 structured facts available for extraction.
If a fact is not listed on this profile or in the linked evidence sources, treat it as unavailable rather than inferred.