EP Wealth Acquires Mindful Money


January 10, 2022

On January 4, 2022, EP Wealth Advisors, LLC announced that it had acquired Mindful Money.

Under the terms of the transaction, EP Wealth Advisors, LLC (“EP Wealth”) acquired Mindful Money. Eight members of the Mindful Money team, including founder Jonathan DeYoe, joined EP Wealth upon completion of the deal, with DeYoe assuming the role of senior vice president. The transaction closed on December 22, 2021. Further terms were not disclosed.

EP Wealth, based in Torrance, California, is a registered investment advisor and financial planning firm. As of September 30, 2021, EP Wealth had over $13.3 billion in assets under management.

Mindful Money, based in Berkeley, California, is a financial advisor serving both individual investors and small and medium-sized businesses. Mindful Money has approximately $346 million in assets under management. DeVoe & Company served as financial advisor to Mindful Money on the transaction.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.