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Interim Chief Financial Officer · EP Wealth Advisors

Robert Wilson

CRD 8324234 · 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 Robert Wilson on its Form ADV as Interim Chief Financial Officer, a control person.

Firms and roles

  • EP Wealth AdvisorsInterim Chief Financial OfficerWealth manager · Torrance, CA · $45B in regulatory assets

AtlasMembers

Robert’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
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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 Robert 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 Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.