Summary
EP Wealth Management
Founded in 2016
Description
EP Wealth Management LLC is an independent private wealth management firm that provides a full array of wealth management solutions. They offer services to help individuals pursue their life goals, attain financial independence, and mitigate risks. Wit...
Strengths
- EP Wealth Management has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since EP Wealth Management was founded, the company has grown faster than the industry average
Annual Revenue
EP Wealth Management's annual revenue
$4231000
Based on Kona Equity data
-
Revenue per employee
$423100
-
Variance of revenue growth
0.01
-
Annual revenue growth since founding
$528875
-
Revenue growth rate from first known quarter to current
53.5%
Employee Count
10 employees
-
Employee growth rate from first known quarter to current
40.0%
Executives
Brandon Pergola
Associate
b**@ep-wm.comStella Gray
Administrative Assistant
s**@ep-wm.comRobert Egan
Co-Founder & Partner
r**@ep-wm.comMichael Petracca
Partner
m**@ep-wm.comKathleen Reichmann
Executive Assistant
k**@ep-wm.comSusan Trobert
Executive Assistant
s**@ep-wm.comJeneissa Booker
Office Assistant
j**@ep-wm.comG Score - 6
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: EP Wealth Management
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 6 Founded in 2016 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
EP Wealth Management's headquarters are located at 271 Route 46 W, Ste B101 Suite 425 Fairfield, NJ 07004.
EP Wealth Management's official website is ep-wm.com
EP Wealth Management's annual revenue is $4.2 M.
EP Wealth Management's SIC: 62
EP Wealth Management's NAICS: 523; 52.
EP Wealth Management has 10 employees
EP Wealth Management is in the industry of Investment management.
