Julee Rae Sarto
Investment adviser representative at Ep Wealth Advisors
22 yearsExperience
2 statesRegistered in
$45.1BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Ep Wealth Advisors, LLCDec 2024 to now
- Executive Wealth Management, LLCMay 2017 to Dec 2024
- Private Client Services LLCMay 2017 to Dec 2022
- Cetera Investment Advisers LLCJan 2014 to May 2017
- Cetera Investment ServicesAug 2004 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, MI).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4178059
- Firm CRD
- 111147