EP Wealth Advisors - M&A Summary and Business Overview

Business ServicesCompany

EP Wealth Advisors M&A Summary

EP Wealth Advisors has acquired 16 companies, including 16 in the last 5 years.

EP Wealth Advisors has acquired in 5 different US states. The Company’s most targeted sectors include business services (50%) and financial services (50%).

EP Wealth Advisors Business Overview

Where is EP Wealth Advisors headquartered?

EP Wealth Advisors is headquartered in Torrance, California.

What sector is EP Wealth Advisors in?

EP Wealth Advisors is a business services company.

When was EP Wealth Advisors founded?

EP Wealth Advisors was founded in 2004.

M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity16
  • Total Sectors Invested 2
  • Total Countries Invested 1

EP Wealth Advisors

EP Wealth Advisors LLC

21535 Hawthorne Blvd., Suite 400,
Torrance, California 90503
United States,
(310) 543-4559
www.epwealth.com

EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm manages more than $4 billion in AUM as of March 31, 2019, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth Advisors was founded in 2004 and is based in Torrance, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.4/yr) # 4 2 2 5 1 2 16
Sell (0.0/yr) # - - - - - - 0
  16

Most Recent M&A

Company Date Value Type
Wacker Wealth Partners LLC 2024-04-02 - Add-on Acquisition
San Luis Obispo, California · www.wackerwealthpartners.com
Parker Advisory Group 2024-02-06 - Add-on Acquisition
Saint George, Utah · www.parkeradvisor.com
Lehman & DeRafelo Financial Resources LLC 2023-04-05 - Add-on Acquisition
Media, Pennsylvania · www.lehmanfinancialresources.com
Warren Financial Services & Associates 2022-12-01 - Add-on Acquisition
Exton, Pennsylvania · www.warrenfinancial.com
Vantage Advisors LLC 2022-05-03 - Add-on Acquisition
St. George, Utah · www.vantageadvisorsllc.com
Coulston Financial Services 2022-04-22 - Add-on Acquisition
Mill Valley, California · www.coulstonfs.com
Klein Financial Advisors, Inc. 2022-01-26 - Add-on Acquisition
Newport Beach, California · www.kleinadvisors.com
Mindful Money 2022-01-04 - Add-on Acquisition
Berkeley, California · www.mindful.money
Homewood Capital Management, Inc. 2021-08-27 - Add-on Acquisition
Danville, California
NewFocus Financial Group LLC 2021-01-19 - Add-on Acquisition
Vancouver, Washington
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 8 (50%) - - -
Financial Services 8 (50%) - - -
Total 16 - - -

By Geo

State/Country Buy Value Sell Value
United States 16 - - -
  California 8 - - -
  Utah 3 - - -
  Washington 2 - - -
  Pennsylvania 2 - - -
  Arizona 1 - - -
Total 16 - - -

Company Summary

SECTOR

Business Services

Established

2004

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California Companies , Business Services Companies , United States Companies , California Business Services Companies , California Business Services with Acquisitions , California Business Services with Divestitures

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