EP Wealth makes Midwestern splash with $1.6B Executive Wealth Management
2 days ago · Founded in 1985 by Bert Herzog, Executive Wealth Management has built up a strong presence in Michigan with offices in Brighton, Northville, Jackson, and Ludington. Outside the state lines, it has ...
EP Wealth Advisors Expands National Presence Through …
3 days ago · TORRANCE, Calif., January 07, 2025--EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, has announced the acquisition of ...
EP Wealth Advisors Acquiring $1.6 Billion Advisory Firm Executive ...
EP Wealth Advisors - a leading fee-only registered investment adviser (RIA) with a growing national footprint - has announced the acquisition of Executive Wealth Management (EWM) in Michigan. This partnership establishes EP Wealth’s first offices in Michigan. It strengthens the firm’s presence in the Midwest while adding approximately $1.6 billion in assets under management (AUM) and ...
EP Wealth hits $31bn after biggest RIA buy yet - Citywire
3 days ago · EP Wealth Advisors has pulled off what it says is the biggest acquisition in its corporate history. The Torrance, Calif.-based RIA said on Tuesday it has purchased Executive Wealth Management, a $1.6bn firm headquartered in Brighton, Mich. The deal, which closed in December of 2024, pushes EP Wealth to roughly $31bn in total assets under ...
EP Wealth Advisors Expands National Presence Through …
3 days ago · This partnership establishes EP Wealth’s first offices in Michigan and strengthens the firm’s presence in the Midwest while adding approximately $1.6 billion in assets under management (AUM ...
EP Wealth Buys $1.6 Billion Michigan RIA, Boosting Midwest …
Executive Wealth Management was founded in 1985 by Bert Herzog. By joining EP Wealth, he said his firm will gain access to additional resources and capabilities. The RIA’s nearly 50 team members ...
EP Wealth Acquires $1.6B Michigan Firm | Wealth Management
1 day ago · EP Wealth Advisors, a Torrance, Calif.-based registered investment advisor, has acquired Executive Wealth Management, a Michigan-based RIA with about $1.6 billion in assets under management.
EP Wealth Advisors Expands National Presence Through …
2 days ago · The partnership is EP Wealth’s largest in the Midwest, bringing new talent and resources to the firm. EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced the acquisition of Executive Wealth Management, LLC (“EWM”), in Michigan.This partnership …
EP Wealth Advisors acquires Executive Wealth Management | News ...
2 days ago · EP Wealth Advisors has announced the acquisition of Executive Wealth Management, LLC (EWM), in Michigan. The partnership establishes EP Wealth’s first offices in Michigan and strengthens the firm’s presence in the Midwest while adding approximately $1.6 billion in assets under management (AUM) and bringing EP’s total AUM to more than $31 billion.
Executive Wealth Management acquired by EP Wealth Advisors …
1 day ago · Executive Wealth Management has 50 team members in offices in Brighton, Northville, Jackson and Ludington. For EP Wealth, the acquisition brings the national firm’s employee base to more than ...
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