Nationwide RIA EP Wealth Advisors Builds on California Presence with Acquisition of Central Coasts’ Wacker Wealth Partners
Published
TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors, a leading independent registered investment adviser (“RIA”) with an expanding national presence and client base, has acquired Wacker Wealth Partners, LLC (“Wacker”). The partnership with the San Luis Obispo, California-based firm expands EP’s presence in California to the state’s Central Coast and adds nearly $1.2B in assets under management. Like EP, Wacker was founded to provide clients with a trusted fiduciary who helps them achieve long
Full Article