Adam
Werner
Ep Wealth Advisors
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About this Advisor
Adam Werner is a certified financial planner working out of San Diego, California, with a total of 5 years of relevant experience. Werner is on the advisory team at Ep Wealth Advisors. Over the course of their career, they have held roles at Donnelly Wealth Advisors, Inc and Ep Wealth Advisors. Werner holds a Series 65 license, qualifying them as an investment advisor representative, and is able to work in California. Ep Wealth Advisors is an advisory company that has its headquarters in Torrance, CA. The firm has offices in 33 locations and a total of 375 employees. It administers $17 billion in assets between its 32,050 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 116 charities and foundations. Of its 32,050 customer accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets available to invest. Ep Wealth Advisors performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules vary depending on the type of financial services offered. Fee types charged by Ep Wealth Advisors likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$17,057,000,000
375
32,050
$532,200
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Werner Work History
Adam has been registered as a financial advisor for 5 years.*
Ep Wealth Advisors
Donnelly Wealth Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Werner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ep Wealth Advisors
Torrance, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
