Info
13F

EP Wealth Advisors, LLC

Entity: Company
Business address: 21535 Hawthorne Blvd., Suite 400, 90503 Torrance, CA
Phone: 310-543-4559
State of incorporation: CA
Fiscal year end: December 31
Former names: EP Wealth Advisors, Inc. (to 5/15/2017)
Signature 13F: Jennifer Herron - Compliance Analyst
All SEC filings: View on sec.gov

EP Wealth Advisors, LLC has filed 57 SEC EDGAR filings since 2/14/2012

Latest Filings

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open Document	Open Filing	May 15, 2025	Mar 31, 2025	028-14754
13F-HR	Open Document	Open Filing	Feb 14, 2025	Dec 31, 2024	028-14754
13F-HR	Open Document	Open Filing	Nov 15, 2024	Sep 30, 2024	028-14754
N-PX	Open Document	Open Filing	Aug 30, 2024	Jun 30, 2024	028-14754
13F-HR	Open Document	Open Filing	Aug 19, 2024	Jun 30, 2024	028-14754
13F-HR	Open Document	Open Filing	May 14, 2024	Mar 31, 2024	028-14754
13F-HR	Open Document	Open Filing	Feb 28, 2024	Dec 31, 2023	028-14754
13F-HR	Open Document	Open Filing	Nov 24, 2023	Sep 30, 2023	028-14754
13F-HR	Open Document	Open Filing	Aug 14, 2023	Jun 30, 2023	028-14754
13F-HR	Open Document	Open Filing	Jun 12, 2023	Dec 31, 2022	028-14754
13F-HR	Open Document	Open Filing	Jun 5, 2023	Mar 31, 2023	028-14754
13F-HR	Open Document	Open Filing	Dec 2, 2022	Sep 30, 2022	028-14754
13F-HR	Open Document	Open Filing	Aug 11, 2022	Jun 30, 2022	028-14754
13F-HR	Open Document	Open Filing	May 20, 2022	Mar 31, 2022	028-14754
13F-HR	Open Document	Open Filing	Feb 17, 2022	Dec 31, 2021	028-14754
13F-HR/A	Open Document	Open Filing	Nov 23, 2021	Sep 30, 2021	028-14754
13F-HR	Open Document	Open Filing	Nov 16, 2021	Sep 30, 2021	028-14754
13F-HR	Open Document	Open Filing	Aug 24, 2021	Jun 30, 2021	028-14754
13F-HR	Open Document	Open Filing	May 17, 2021	Mar 31, 2021	028-14754
13F-HR	Open Document	Open Filing	Feb 18, 2021	Dec 31, 2020	028-14754
13F-HR	Open Document	Open Filing	Nov 17, 2020	Sep 30, 2020	028-14754
13F-HR	Open Document	Open Filing	Aug 14, 2020	Jun 30, 2020	028-14754
13F-HR	Open Document	Open Filing	May 18, 2020	Mar 31, 2020	028-14754
13F-HR	Open Document	Open Filing	Feb 14, 2020	Dec 31, 2019	028-14754
13F-HR	Open Document	Open Filing	Nov 18, 2019	Sep 30, 2019	028-14754
13F-HR	Open Document	Open Filing	Aug 27, 2019	Jun 30, 2019	028-14754
13F-HR	Open Document	Open Filing	May 20, 2019	Mar 31, 2019	028-14754
13F-HR	Open Document	Open Filing	Feb 19, 2019	Dec 31, 2018	028-14754
13F-HR	Open Document	Open Filing	Nov 15, 2018	Sep 30, 2018	028-14754
13F-HR	Open Document	Open Filing	Aug 14, 2018	Jun 30, 2018	028-14754
13F-HR	Open Document	Open Filing	May 15, 2018	Mar 31, 2018	028-14754
13F-HR	Open Document	Open Filing	Feb 15, 2018	Dec 31, 2017	028-14754
13F-HR	Open Document	Open Filing	Nov 15, 2017	Sep 30, 2017	028-14754
13F-HR	Open Document	Open Filing	Aug 17, 2017	Jun 30, 2017	028-14754
13F-HR	Open Document	Open Filing	May 15, 2017	Mar 31, 2017	028-14754
13F-HR	Open Document	Open Filing	Feb 15, 2017	Dec 31, 2016	028-14754
13F-HR	Open Document	Open Filing	Nov 15, 2016	Sep 30, 2016	028-14754
13F-HR	Open Document	Open Filing	Aug 15, 2016	Jun 30, 2016	028-14754
13F-HR	Open Document	Open Filing	May 16, 2016	Mar 31, 2016	028-14754
13F-HR	Open Document	Open Filing	Feb 16, 2016	Dec 31, 2015	028-14754
13F-HR	Open Document	Open Filing	Nov 17, 2015	Sep 30, 2015	028-14754
13F-HR	Open Document	Open Filing	Aug 14, 2015	Jun 30, 2015	028-14754
13F-HR	Open Document	Open Filing	May 15, 2015	Mar 31, 2015	028-14754
13F-HR	Open Document	Open Filing	Feb 17, 2015	Dec 31, 2014	028-14754
13F-HR	Open Document	Open Filing	Nov 12, 2014	Sep 30, 2014	028-14754
13F-HR	Open Document	Open Filing	Jul 25, 2014	Jun 30, 2014	028-14754
13F-HR	Open Document	Open Filing	May 15, 2014	Mar 31, 2014	028-14754
13F-HR	Open Document	Open Filing	Feb 14, 2014	Dec 31, 2013	028-14754

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