EP Wealth Advisors Acquires Peninsula Wealth, LLC
April 4, 2025
EP Wealth Advisors has acquired Peninsula Wealth, LLC, adding a San Francisco office and the Peninsula team to its national RIA platform. The deal adds substantial AUM (press releases report more than $660 million; Houlihan Lokey cited over $900 million) and closed on March 31, 2025, with Peninsula founder Rahul Shah joining EP Wealth as Regional Director.
- Buyers
- EP Wealth Advisors, LLC
- Targets
- Peninsula Wealth, LLC
- Platforms
- EP Wealth Advisors, LLC
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Addon
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EP Wealth Advisors announced a partnership/acquisition of Opes Wealth Management, a Menlo Park, California-based wealth management firm with more than $900 million in assets under management. The deal adds the Opes team (eight members) to EP Wealth and is intended to expand EP Wealth’s Northern California presence and integrated, planning-first advisory capabilities.
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EP Wealth Advisors Acquires Executive Wealth Management
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EP Wealth Advisors Acquires Wacker Wealth Partners
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EP Wealth Advisors Acquires Warren Financial Services & Associates
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EP Wealth Advisors Acquires Klein Financial Advisors, Inc.
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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.
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EP Wealth Advisors Acquires Harris Financial Advisors
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EP Wealth Advisors, a Torrance-based independent registered investment adviser, has acquired Harris Financial Advisors, Inc., a Torrance wealth management firm led by founder Mary Harris. The deal expands EP Wealth's presence in the South Bay (Torrance and Palos Verdes Peninsula), adds roughly $490 million in AUM and about 390 clients, and brings the Harris Financial team into EP Wealth; financial terms were not disclosed.
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