Source: Pulse2.0

EP Wealth Advisors: EP Wealth: $385 Million AlphaMark Advisors Team Onboarded

EP Wealth Advisors, a leading fee-only registered investment adviser (RIA) with a national footprint, announced its partnership with AlphaMark Advisors, a wealth management firm based in Fort Wright, Kentucky. This strategic deal enhances EP Wealth's presence in the Midwest, bringing the firm's comprehensive, client-first services to more individuals and families in the Greater Cincinnati area. The acquisition adds about $385 million in AUM. The post EP Wealth: $385 Million AlphaMark Advisors Team Onboarded appeared first on Pulse 2.0.

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Est. Annual Revenue
$25-100M
Est. Employees
250-500
Ryan Parker's photo - CEO of EP Wealth Advisors

CEO

Ryan Parker

CEO Approval Rating

88/100

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