EM
Erin Michael Whalen
CRD 4866543
Firms
| Firm | Role | As of |
|---|---|---|
| Ep Wealth Advisors, Llc. | Registered representative | 07/20/2026 |
| Opes Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Opes Wealth Management, Llc
Co President · 25% – 50% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗