Brian
Wilde
Ep Wealth Advisors
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About this Advisor
Brian Wilde is a certified financial planner based out of Salt Lake City, Utah with 3 years of industry experience. Wilde currently works for Ep Wealth Advisors. Throughout their career, they have worked at America United Life, Oneamerica Securities, Financial Insight Center and Ep Wealth Advisors. Wilde holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Utah. Ep Wealth Advisors is a financial advisory company that has its headquarters in Torrance, CA. It has offices in 33 locations and a total of 375 financial advisors. It administers $17 billion in assets under management across its 32,050 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 116 charities and foundations. Of its 32,050 client accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets. The business has a number 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 management fee schedules vary depending on which services the firm provides the client. Fee types billed by Ep Wealth Advisors likely include 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
Brian Wilde Work History
Brian has been registered as a financial advisor for 3 years.*
Ep Wealth Advisors
Financial Insight Center
America United Life
Oneamerica Securities
*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 Brian Wilde 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
Torrance, CA
Seattle, WA
Torrance, CA
Saint George, UT
Torrance, CA
Phoenix, AZ
Torrance, CA
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.
