On January 7, 2025, EP Wealth Advisors announced its acquisition of Executive Wealth Management.
EP Wealth Advisors (“EP”) announced, on January 7, 2025, its acquisitions of Executive Wealth Management, LLC (“EWM”). EWM partners along with EWM employees, Todd Perry, Shawn Lawson, Nathan Larsen and John Barbrick, will join EP Wealth as employee-owners. Further terms of the transactions were not disclosed.
EP, based in Torrance, California, is a fee-only registered investment advisor and financial planning firm backed by private equity firm Berkshire Partners and Wealth Partners Capital Group. As of December 2024, EP had over $29.5 billion in assets under management.
EWM, based in Brighton, Michigan, is a registered investment advisor and investment management firm that provides clients with financial, tax, investment and legal services. EWM had approximately $1.6 billion in assets under management.
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