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 ...

Avior Wealth Management LLC cut its holdings in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 8.8% during the fourth ...

Cornerstone Wealth Management LLC purchased a new position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU ...

The partnership is EP Wealth’s largest in the Midwest, bringing new talent and resources to the firm EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser ...

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 assets under management.

EP Wealth Advisors has expanded its footprint in the US with the acquisition of Michigan-based Executive Wealth Management (EWM). Financial and legal details of the transaction were not revealed.

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TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced the ...