EP Wealth Advisors Acquires Executive Wealth Management
January 7, 2025
EP Wealth Advisors has acquired Executive Wealth Management, adding approximately $1.6 billion in AUM and establishing EP Wealth's first offices in Michigan. The transaction, finalized in December 2024, brings nearly 50 EWM team members into EP Wealth and increases the firm's total AUM to over $31 billion.
- Buyers
- EP Wealth Advisors
- Targets
- Executive Wealth Management, LLC
- Platforms
- EP Wealth Advisors
- Industry
- Wealth Management
- Location
- Michigan, United States
- Transaction Type
- Addon
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