EP Wealth Advisors Acquires Klein Financial Advisors, Inc.
January 26, 2022
EP Wealth Advisors, an independent RIA based in Torrance, California, has acquired Newport Beach-based Klein Financial Advisors, expanding EP Wealth's presence in the Greater Los Angeles area. The deal closed on January 21, 2022, will add more than $118 million in AUM, and Klein founder Lauren Klein will join EP Wealth as Vice President – Senior Wealth Advisor.
- Buyers
- EP Wealth Advisors, LLC
- Targets
- Klein Financial Advisors, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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