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EP Wealth Advisors

Multi-faceted Wealth Management Firm
Multi-faceted Wealth Management Firm

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EP Wealth Advisors Overview

Contact

Phone: +1.206.728.0222

Country: United States

City: Seattle

Address: 720 Olive Way Suite 1000

  • EP Wealth Advisors Project's Size

    Undisclosed

  • EP Wealth Advisors Number of Employees

    10 - 49

  • EP Wealth Advisors Hourly Rate

    Undisclosed / hr

  • EP Wealth Advisors Founded

    Founded 2004

EP Wealth Advisors is investment management, financial planning and wealth advisory firm with over $5 billion in client assets under management (as of June 30, 2019). EP Wealth Advisors has announced its acquisition of Conlon Dart Wealth Management (“Conlon Dart”) in Seattle. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives.


Abbas Heydari | EP Wealth
EP Wealth partnered with Abbas A Heydari, CFP® to deliver comprehensive wealth management in the greater Torrance, CA area. Learn more today!

Services of EP Wealth Advisors

Business Consulting - 30%

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