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Robert Wilson

Interim Chief Financial Officer at EP Wealth Advisors

Officer record from the firm’s Form ADVForm ADV filed 17 September 2026

Robert Wilson is Interim Chief Financial Officer of EP Wealth Advisors, LLC., a Torrance investment adviser.

Role at EP Wealth Advisors

Title on Schedule A
Interim Chief Financial Officer
Control
Robert Wilson is a control person of EP Wealth Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Robert Wilson has held the filed role since July 2026.

The firm

EP Wealth Advisors, LLC.
Torrance, CA

Form ADV filed 17 September 2026

$45.1B AUM20,738 clients320 advisers54 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Robert Wilson is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Robert Wilson
CRD
8324234
Firm
EP Wealth Advisors, LLC.
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Robert Wilson work?

Robert Wilson has been Interim Chief Financial Officer of EP Wealth Advisors, LLC. since July 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 17 September 2026

Leadership at EP Wealth Advisors

Sources

  1. IAPD individual lookup, CRD 8324234. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of EP Wealth Advisors, LLC., filed 17 September 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Robert Wilson or EP Wealth Advisors, LLC. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.