California’s wealthiest residents stirred in December at the sound of a proposed one-time wealth tax. Backed by a major health care workers’ union, the Billionaire Tax Act would…
Read more Ultra-Rich Seek Shelter – Los Angeles Business JournalTorrance-based EP Wealth Advisors is sprinting to growth. The financial planning firm more than doubled its assets under management in two years, ballooning from roughly $20 billion in…
Read more EP Wealth Keeps Up Expansion Plan – Los Angeles Business JournalEP Wealth Advisors, a Torrance-based registered investment advisory firm with $40 billion under management, sold a minority stake of its business to Ares Management Private Equity Funds. Terms…
Read more Ares Takes Small Stake In EP Wealth – Los Angeles Business JournalEP Wealth Advisors, a Torrance-based registered investment advisory firm, has made yet another acquisition, looping in Better Money Decisions into its platform of RIAs. Financial terms were not…
Read more EP Wealth Acquires Better Money – Los Angeles Business Journal