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| EP Wealth Advisors LLC
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| |
|---|---|
| CRD # | 111147 |
| SEC # | 801-29358 |
| CIK # | 0001540569 |
| AUM | $22.3 BB (2024-08-30) |
| Employees | 392 (50% Investors, 0% Brokers) |
| Phone | 310-543-4559 |
| Address | 21535 Hawthorne Blvd Torrance, CA 90503 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.4 | |
| MSFT | 1,918.2 | 0.3 | |
| AMZN | 1,093.0 | 0.2 | |
| NVDA | 399.6 | 0.2 | |
| GOOGL | 1,475.1 | 0.2 | |
| AVGO | 201.3 | 0.2 | |
| JPM | 340.2 | 0.1 | |
| COST | 207.6 | 0.1 | |
| XOM | 385.5 | 0.1 | |
| META | 434.9 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | EP Income Access Fund | 2024-03-29 | 70.7 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,709 | 14.2 |
| (b) Individuals (high net worth individuals) | 883 | 6.9 |
| (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 | 197 | 0.3 |
| (h) Charitable organizations | 148 | 0.1 |
| (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 | 248 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 13,185 | 22.3 |
| By Discretionary | ||
| Discretionary | 12,900 | 22.0 |
| Non-Discretionary | 285 | 0.3 |
| Total | 13,185 | 22.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 22.3 | |
| Total | 13,185 | 22.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001540569] |
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