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| Happy Holidays!! thanks for using AUM13F!! |
| EP Wealth Advisors LLC
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| CRD # | 111147 |
| SEC # | 801-29358 |
| CIK # | 0001540569 |
| AUM | $35.6 B (2025-05-28) |
| Employees | 557 (38% Investors, 0% Brokers) |
| Phone | 310-543-4559 |
| Address | 21535 Hawthorne Blvd Torrance, CA 90503 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001540569 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Broadcom Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Exxon Mobil Corp | 0.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | EP Income Access Fund | 2024-03-29 | 70.7 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13,050 | 21.4 |
| (b) Individuals (high net worth individuals) | 1,044 | 12.5 |
| (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 | 232 | 0.4 |
| (h) Charitable organizations | 240 | 0.2 |
| (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 | 268 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 49,167 | 35.6 |
| By Discretionary | ||
| Discretionary | 48,723 | 35.2 |
| Non-Discretionary | 444 | 0.4 |
| Total | 49,167 | 35.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 35.5 | |
| Total | 49,167 | 35.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001540569] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chevy Chase Trust Company
✚
|
MD | 40.3 |
|
AE Wealth Management LLC
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|
KS | 37.5 |
|
Private Advisor Group LLC
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|
NJ | 37.3 |
|
Osaic FA Inc
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|
IN | 37.1 |
|
Marquette Associates Inc
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|
IL | 35.6 |
|
Cliffwater LLC
✚
|
CA | 35.1 |
|
Equitable Advisors LLC
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|
NY | 34.7 |
|
TIAA-CREF Individual & Institutional Services LLC
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|
NY | 34.3 |
|
Voya Investment Management LLC
✚
|
GA | 32.5 |
|
Prime Capital Investment Advisors LLC
✚
|
KS | 30.1 |