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| EP Wealth Advisors LLC
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|---|---|
| CRD # | 111147 |
| SEC # | 801-29358 |
| CIK # | 0001540569 |
| AUM | 45.15 B (2026-04-01) |
| Employees | 618 (52% Investors, 0% Brokers) |
| Phone | 310-543-4559 |
| Address | 21535 Hawthorne Blvd Torrance, CA 90503 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 0.6 | |
| Nvidia Corp | 0.5 | |
| Microsoft Corp | 0.3 | |
| Alphabet Inc | 0.3 | |
| Amazon Com Inc | 0.3 | |
| Broadcom Inc | 0.3 | |
| J P Morgan Chase & Co | 0.2 | |
| Johnson & Johnson | 0.1 | |
| Costco Wholesale Corp /NEW | 0.1 | |
| Facebook Inc | 0.1 |
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | EP Income Access Fund | 2024-03-29 | 70.7 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18,029 | 24.8 |
| (b) Individuals (high net worth individuals) | 1,589 | 17.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 300 | 0.9 |
| (h) Charitable organizations | 354 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 466 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 20,738 | 45.1 |
| By Discretionary | ||
| Discretionary | 20,000 | 44.5 |
| Non-Discretionary | 738 | 0.7 |
| Total | 20,738 | 45.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 45.1 | |
| Total | 20,738 | 45.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001540569] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.5B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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Mawer Investment Management Ltd
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40.94 B |