EP Wealth Advisors Information
Summary
EP Wealth Advisors is a private company that has been in the industry for 22 years. The company currently specializes in the Financial Services, Asset & Investment Management areas. The position of the President & CEO is occupied by Patrick G. Goshtigian. Its headquarters is located at Torrance, California, USA. The number of employees ranges from 100 to 250. The annual revenue of EP Wealth Advisors varies between 25M and 100M. To connect with EP Wealth Advisors employee register on SignalHire.
Organization Website | epwealth.com |
Social Links |    |
Phone Number | 1-877-590-5424 |
Industries | |
Headquarters Location | 21535 Hawthorne Blvd, Torrance, California, 90503 US |
Employees Size | 200-500 employees |
Specialties | Investment Management, Holistic Financial Planning, Wealth Advisory, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Divorce Planning, Asset Allocation, Portfolio Management |
SIC Code | 6199, 6282 |
DMA Code | Los Angeles Metropolitan Area |
Founded | 2004 |
Estimated Annual Revenue | $25M - 100M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2002 | Privately Held | 25 - 100 | 9M | $150K | |
| 2014 | Privately Held | 250 - 500 | 122M | $34.4M | |
| 2015 | Privately Held | 100-200 | < 1M | $4M | |
| 2006 | Privately Held | 25 - 100 | 11.3M | $0 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Length of Employment
Employee tenure at EP Wealth Advisors shows a diverse range of experience levels:
12% have been with the company for less than 1 year14% for 1–2 years30% for 3–4 years19% for 5–7 years6% for 8–10 years18% have over 11 years of service at EP Wealth AdvisorsEx-employees positions
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