Adam R Kulesza
Investment adviser representative at Ep Wealth Advisors
21 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$45.1BFirm assets
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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
21 years in the industry.
- Ep Wealth Advisors, LLCDec 2024 to now
- Ewm Tax Solutions, LLCFeb 2021 to now
- Private Client Services, LLCJun 2017 to Dec 2022
- Ewm Capital, LLCFeb 2017 to Dec 2024
- 401(k) Gps, Inc.Sep 2011 to Nov 2017
- Invest Financial CorpFeb 2009 to Jun 2017
- Executive Financial PlanningNov 2005 to Dec 2024
- Executive Wealth Management, LLCNov 2005 to Dec 2024
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
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
- 4770420
- Firm CRD
- 111147