EP Wealth Acquires Sloan Investment Management


July 10, 2024

On July 2, 2024, Wealth Enhancement Group announced that it acquired Starfox Financial Services.

EP Wealth Advisors (“EP”) announced on July 1, 2024, that it acquired Sloan Investment Management (“Sloan”). EP plans to move the majority of Sloan’s client portfolios into EP’s standard asset allocation. Further terms of the deal were not disclosed.

EP, based in Torrance, California, is an independent registered investment advisor and financial planning firm backed by private equity firm Berkshire Partners and Wealth Partners Capital Group. EP has roughly $24.3 billion in assets under management.

Sloan, based in Dallas, Texas, is a registered investment advisor providing clients with portfolio management, financial planning, and investment advisory services. As of March 2024, Sloan had approximately $716 million in assets under management.

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