EP Wealth Advisors Expands National Presence Through …

TORRANCE, Calif., January 07, 2025--EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, has announced the …

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Executive Wealth Management LLC Invests $8.95 Million In

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Dec 10, 2024 · Executive Wealth Management LLC bought a new stake in shares of The Travelers Companies, Inc. (NYSE:TRV - Free Report) in the third quarter, according to its …

marketbeat.com

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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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Executive Wealth Management LLC Invests $1.79 Million In …

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Dec 10, 2024 · Executive Wealth Management LLC purchased a new stake in American Electric Power Company, Inc. (NASDAQ:AEP - Free Report) in the 3rd quarter, according to its most …

marketbeat.com

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Executive Wealth Management LLC Has $8.86 Million Stake In

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Dec 10, 2024 · Executive Wealth Management LLC lifted its position in shares of iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) by 10.6% in the 3rd quarter, …

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Executive Wealth Management LLC Invests $7.73 Million In The …

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Dec 10, 2024 · Executive Wealth Management LLC acquired a new position in shares of The Hershey Company (NYSE:HSY – Free Report) during the third quarter, according to the …

mayfieldrecorder.com

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Executive Wealth Management LLC Invests $9.10 Million In

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Dec 10, 2024 · Executive Wealth Management LLC acquired a new stake in Automatic Data Processing, Inc. (NASDAQ:ADP - Free Report) in the 3rd quarter, according to its most recent …

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Executive Wealth Management LLC Invests $1.57 Million In

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Dec 10, 2024 · Executive Wealth Management LLC purchased a new stake in shares of Stryker Co. (NYSE:SYK - Free Report) during the third quarter, according to the company in its most …

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Wealth Enhancement Announces Acquisition Of Northwest …

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1 day ago · This partnership marks Wealth Enhancement's third location in Oregon and brings the firm's total client assets to more than $102.8 billion.. MINNEAPOLIS, Jan. 14, 2025 …

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EP Wealth Buys $1.6 Billion Executive Wealth Management - Barron's

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Jan 7, 2025 · 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 …

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Top 10 Financial Advisors In New Jersey | SmartAsset.com

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Circle Wealth Management, LLC Find an Advisor. Read Review. $10,174,361,288: $30,000,000: ... The minimum portfolio size is $2 million. Fees for investment management are based on a …

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Executive Wealth Management LLC Invests $1.55 Million In

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Dec 10, 2024 · Executive Wealth Management LLC purchased a new stake in BorgWarner Inc. (NYSE:BWA - Free Report) in the 3rd quarter, according to the company in its most recent …

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#MicroStrategy Hits 446,400 BTC Despite Stock Slump - YouTube

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MicroStrategy now holds 446,400 BTC worth $42B, doubling down on its Bitcoin strategy even as MSTR stock drops 36% from its all-time high. Will Saylor’s bold...

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Executive Wealth Management LLC Takes $11.01 Million

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1 day ago · Executive Wealth Management LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 3rd quarter, according to its most recent 13F filing …

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#Bitcoin Breaks $100K In A Game-Changing 2024 - YouTube

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2024 was huge for crypto. Bitcoin hit $100K, ETFs brought billions, and meme coins plus AI-driven platforms like Pump.Fun stole the spotlight. With Bitcoin h...

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Executive Wealth Management LLC Takes $47.32 Million

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1 day ago · Executive Wealth Management LLC acquired a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the 3rd quarter, according to its most recent disclosure with …

marketbeat.com

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Pines Wealth Management LLC Invests $2.49 Million In The Procter ...

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1 day ago · Pines Wealth Management LLC purchased a new stake in The Procter & Gamble Company (NYSE:PG - Free Report) in the 4th quarter, according to its most recent 13F filing …

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Capstone Wealth Management Group LLC Has $3.73 Million …

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9 hours ago · Capstone Wealth Management Group LLC lifted its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 53.7% in the fourth quarter, according to its most recent …

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Pines Wealth Management LLC Invests $1.07 Million In

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1 day ago · Pines Wealth Management LLC purchased a new position in shares of McKesson Co. (NYSE:MCK - Free Report) in the 4th quarter, according to the company in its most recent 13F …

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Jupiter Wealth Management LLC Has $15.15 Million Position

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9 hours ago · Jupiter Wealth Management LLC increased its holdings in Microsoft Co. (NASDAQ:MSFT - Free Report) by 1.8% during the third quarter, according to the company in …

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FAQs about EP Wealth Advisors Expands National Presence Through … Coupon?

Where is executive wealth management located?

Executive Wealth Management has Michigan offices in Brighton, Northville, Jackson and Ludington, as well as locations in Florida and Colorado. The partnership continues EP Wealth’s nationwide expansion and establishes a larger presence in the Midwest for the firm. ...

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 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. ...

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. ...

Who are EWM partners?

Current EWM partners who will join EP Wealth’s roster of employee-owners include Albert Herzog III, Michael Chechel, Gregory Barber, Adam Kulesza, Michael Lay, Albert Herzog IV, Robert Larsen, Zachary Messina and Jimmie Plaskey. ...

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. ...