EP Wealth Advisors Acquires Lehman & DeRafelo Financial Resources
April 5, 2023
EP Wealth Advisors, a Torrance, California–based independent RIA backed by Berkshire Partners, has acquired Media, Pennsylvania–based Lehman & DeRafelo Financial Resources, LLC. The deal adds four advisors and two support staff to EP Wealth, expands its Philadelphia-region presence and is expected to add more than $1 billion to EP Wealth's AUM, strengthening its East Coast footprint and alternative-investment capabilities.
- Buyers
- EP Wealth Advisors, LLC
- Targets
- Lehman & DeRafelo Financial Resources, LLC
- Platforms
- EP Wealth Advisors, LLC
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Transaction Type
- Addon
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