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Managing Director · EP Wealth Advisors

Derek H. Holman

CRD 2754363 · Named on Form ADV at one SEC-registered adviser

At a glance

EP Wealth Advisors, an SEC-registered wealth manager based in Torrance, CA with $45.1 billion in regulatory assets, lists Derek H. Holman on its Form ADV as Managing Director, a control person.

Firms and roles

  • EP Wealth AdvisorsManaging DirectorWealth manager · Torrance, CA · $45B in regulatory assets

AtlasMembers

Derek’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Derek on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Derek’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.