On April 2, 2024, EP Wealth Advisors announced that it acquired Wacker Wealth Partners.
EP Wealth Advisors (“EP Wealth”) has announced that it acquired Wacker Wealth Partners (“WWP”). The transaction closed on March 31, 2024. WWP CEO and Wealth Advisor Ryan Caldwell is now EP Wealth’s Regional Director for Central California, while President and COO Bryan Krill is now Associate Regional Director. In all, 22 members of the WWP team joined EP Wealth. Further terms of the transaction were not disclosed.
EP Wealth, based in Torrance, California, is an independent registered investment advisor and financial planning firm. As of March 2024, EP Wealth had over $22.9 billion in assets under management.
WWP, based in San Luis Obispo, California is a wealth management services firm offering financial planning, investment management, consulting, and supervisory services. As of March 2023, WWP had $1 billion in assets under management. DeVoe & Company served as WWP’s financial advisor on the transaction.
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