# EP WEALTH ADVISORS, LLC.

EP WEALTH ADVISORS, LLC. of TORRANCE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111147
- Type: SEC-registered investment adviser
- SEC file number: 801-29358
- Location: 21535 HAWTHORNE BLVD, SUITE 400, TORRANCE, CA, 90503
- Phone: 310-543-4559
- Latest filing: 2026-04-01
- Regulatory AUM: $45.1B
- Discretionary AUM: $44.5B
- Non-discretionary AUM: $670.0M
- Clients: 618
- Accounts: 20,738

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Derek Hallock Holman | MANAGING DIRECTOR; SHAREHOLDER | — |
| Brian Edward Parker | MANAGING DIRECTOR; SHAREHOLDER | — |
| Patrick Gabriel Goshtigian | EXECUTIVE CHAIRMAN | — |
| Mario Chilin | CHIEF COMPLIANCE OFFICER | Torrance, CA |
| Christopher Toumajian | CHIEF FINANCIAL OFFICER | — |
| Ryan Christopher Parker | CHIEF EXECUTIVE OFFICER | — |
| Alan Glenn Berkshire | CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL | — |
| Adam Neal Phillips | MANAGING DIRECTOR INVESTMENTS | — |
| Jorge A Bernal | CHIEF OPERATING OFFICER | — |
| Megan Lavonne Glover | CHIEF PEOPLE OFFICER | — |
| HOLMAN DEREK HALLOCK | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR; MANAGING DIRECTOR (+2 more) | — |
| PARKER BRIAN EDWARD | MANAGING DIRECTOR; SHAREHOLDER | — |
| ENRIGHT STEPHANIE VESELICH | PRESIDENT | — |
| WENDT GREGORY FRED | DIRECTOR | — |
| ASHWORTH KEVIN JON | DIRECTOR; INVESTMENT DIRECTOR | — |
| SCHWARTZ ERIC STUART | MEMBER | — |
| BERKSHIRE ALAN GLENN | CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL; GENERAL COUNSEL | — |
| GOSHTIGIAN PATRICK GABRIEL | CHIEF EXECUTIVE OFFICER; EXECUTIVE CHAIRMAN; PRESIDENT | — |
| ERTMAN JOHN PATRICK | CHIEF FINANCIAL OFFICER | — |
| PARKER CHRISTOPHER | CHIEF EXECUTIVE OFFICER; CHIEF GROWTH OFFICER; PRESIDENT | — |
| CHILIN MARIO | CHIEF COMPLIANCE OFFICER | — |
| SERRECCHIA RYAN STEVEN | EVP & PARTNER | — |
| PHILLIPS PATRICK NEAL | MANAGING DIRECTOR INVESTMENTS | — |
| SINCLAIR CHAD | CHIEF FINANCIAL OFFICER | — |
| BEALS STEVEN DOUGLAS | CHIEF ADMINISTRATION OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111147/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111147/similar
- Related entities: https://search.stillhousedata.com/firm/111147/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111147

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.