EPS WEALTH MANAGEMENT

EPS WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 158468). Regulatory assets under management: $37.5M.

Registration

• CRD: 158468
• Type: Registered investment adviser
• Phone: 623-537-3657
• Latest filing: 2026-02-17
• Regulatory AUM: $37.5M
• Discretionary AUM: $37.5M
• Clients: 8
• Accounts: 328

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158468 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search