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Type	Result	AUM

Ep Wealth Advisors LLC
Firm
Address	21535 Hawthorne Blvd Suite 400 Torrance, CA 90503
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
EP Growth Access Fund I LP	021-537523	Promoter		5.2 M of 25.0 M
PPB Advisors LLC
Income Access Fund LP	021-450939	Executive Officer		73.7 M	73.7 M
Lehman & Derafelo Financial Resources LLC
LD Opportunity Fund LP	021-450939	Executive Officer		73.7 M	42.9 M

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