EP Wealth makes Midwestern splash with $1.6B Executive Wealth ...

Jan 7, 2025 · EP Wealth Advisors, the PE-backed RIA acquirer, has simultaneously debuted in a new market and crossed a key AUM milestone via a landmark partnership. On Tuesday, the …

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EP Wealth Makes Midwestern Splash With $1.6B Executive Wealth ...

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Jan 7, 2025 · EP Wealth Advisors, the PE-backed RIA acquirer, has simultaneously debuted in a new market and crossed a key AUM milestone via a landmark partnership. On Tuesday, the …

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EP Wealth Acquires $1.6B Michigan Firm | Wealth Management

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Jan 8, 2025 · EP Wealth Advisors, a Torrance, Calif.-based registered investment advisor, has acquired Executive Wealth Management, a Michigan-based RIA with about $1.6 billion in …

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EP Wealth Buys $1.6 Billion Michigan RIA, Boosting Midwest …

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EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment advisor with $1.6 billion in assets under management. …

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EP Wealth Advisors Acquiring $1.6 Billion Advisory Firm Executive ...

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EP Wealth Advisors - a leading fee-only registered investment adviser (RIA) with a growing national footprint - has announced the acquisition of Executive Wealth Management (EWM) in …

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EP Wealth Buys $1.6 Billion Executive Wealth Management

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EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment advisor with $1.6 billion in assets under management.

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EP Wealth Hits $31bn After Biggest RIA Buy Yet - Citywire

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Jan 7, 2025 · EP Wealth Advisors has pulled off what it says is the biggest acquisition in its corporate history. The Torrance, Calif.-based RIA said on Tuesday it has purchased Executive …

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InvestmentNews On LinkedIn: EP Wealth Makes Midwestern Splash …

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EP Wealth Advisors marks a major milestone by entering Michigan through its landmark partnership with Executive Wealth Management, adding $1.6B in AUM and expanding its …

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EP Wealth Acquires $1.6B Michigan Firm - Ground News

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The deal with Executive Wealth Management represents EP’s largest Midwest acquisition to date, bringing its total AUM to over $31 billion. Get access to our best features. Get Started. …

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Leo Almazora - Investment News

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Jan 7, 2025 · EP Wealth makes Midwestern splash with $1.6B Executive Wealth Management The PE-backed RIA's inaugural deal in Michigan also vaults it past a key asset milestone.

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FAQs about EP Wealth makes Midwestern splash with $1.6B Executive Wealth ... Coupon?

Did EP wealth buy executive wealth management?

EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment advisor with $1.6 billion in assets under management. The deal boosts EP Wealth’s total AUM to more than $31 billion, the company said Tuesday. The firm did not disclose terms of the deal, which was finalized in December. ...

Who is EP wealth?

EP Wealth Advisors, LLC ("EP Wealth") is a fee-only registered investment adviser and financial planning firm with more than 45 offices across 15 states. Managing approximately $29.5 billion in assets as of December 31, 2024, EP Wealth has helped families across the country achieve their financial goals for more than 25 years. ...

Does EP wealth have a Michigan Ria?

The firm’s latest acquisition boosts EP Wealth’s presence in the Midwest as Executive Wealth Management has four offices in Michigan: Brighton, Northville, Jackson and Ludington. The Michigan RIA also has locations in Florida and Colorado, according to EP Wealth. Executive Wealth Management was founded in 1985 by Bert Herzog. ...

Who is EWM & EP wealth?

Founded in 1985 by Bert Herzog, EWM has built a reputation for compassionate service and a disciplined investment management approach. EWM has provided clients with financial, tax, investment and legal offerings under one roof—aligning seamlessly with EP Wealth’s approach and client-centric philosophy. ...

How many employees does EP wealth have?

The partnership adds nearly 50 current EWM team members to EP Wealth, bringing the firm’s employee base to more than 500, of which more than 150 are advisors. ...

Is EP wealth a good Ria firm?

EP Wealth ranked No. 11 on Barron’s Top 100 RIA Firms for 2024. The firm’s latest acquisition boosts EP Wealth’s presence in the Midwest as Executive Wealth Management has four offices in Michigan: Brighton, Northville, Jackson and Ludington. The Michigan RIA also has locations in Florida and Colorado, according to EP Wealth. ...