Ep Wealth Advisors

Comprehensive financial advisors offering wealth management, planning, and related services

placeLafayette, California, United States calendar_todayFounded 2007 language epwealth.com

Registered entities

Investor mix

3 investors on record; lead investors include Wealth Partners Capital Group.

Investor typeCountShare
Private equity3100%

Hiring activity

Hires periodically

13 roles tracked across 5 of the last 12 months

10 Jun 2026 · Advanced Wealth Strategist - Wealth Management · Westlake Village

10 Jun 2026 · Regional Director · Berkeley

6 Jun 2026 · Senior Client Relationship Associate - Seattle, WA (onsite) · Seattle

22 May 2026 · Vice President, Advisor (Vancouver) · Vancouver

15 May 2026 · Senior Client Relationship Associate - Nashville, TN (On-Site) · Nashville

Based on job postings tracked across public sources.

Coming soon