Ep Wealth Advisors, Llc.

AUM over time

Annual snapshots from Form ADV filings · as of Apr 01, 2026

Who they serve

Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $70.7M combined gross assets

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Entity owners (Schedule A/B)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

• Brian Edward Parker: 25% – 50% of Epwa Inc. × 25% – 50% of Ep Wealth Advisors Holdings, Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
• Derek Hallock Holman: 25% – 50% of Epwa Inc. × 25% – 50% of Ep Wealth Advisors Holdings, Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
• Epwa Fund Ix A Acquisition Partners: 75% – 100% of Project Epic Acquisitions Llc × 25% – 50% of Ep Wealth Advisors Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
• Epwa Inc.: 25% – 50% of Ep Wealth Advisors Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
• Project Epic Acquisitions Llc: 25% – 50% of Ep Wealth Advisors Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

From Form ADV Section 7.B private fund reporting.

From Form 5500 service-provider disclosures.

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.