Investor · Torrance, CA

Ep Wealth Advisors, Llc

Open Ep in the network graph →

Filings

1

SEC Form D

Connections

6

co-filers

Capital

$5.2M

across filings

Active

Feb 2025

to Feb 2025

Most-connected co-filers (6)

Mathew D. Malone · New York, NY1 shared Gregory A. Ressi Di Cervia · New York, NY1 shared Opto Custom Gp 2023 Llc · New York, NY1 shared Ep Wealth Advisors, Llc · Torrance, CA1 shared Opto Custom Gp 2023 Llc · New York, NY1 shared Opto Custom Gp 2023 Llc · New York, NY1 shared

Recent filings (1)

EP Growth Access Fund I, LPFeb 2025 · 7 co-filers$25.0M

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Ep in the interactive graph →