Michael James Lay
Investment adviser representative at Ep Wealth Advisors
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
19 years in the industry.
- Ep Wealth Advisors, LLC.Dec 2024 to now
- Ewm Tax Solutions, LLCFeb 2021 to Dec 2024
- Private Client Services LLCJun 2017 to Jul 2023
- Ewm Capital, LLCFeb 2017 to Dec 2024
- Invest Financial Corp.Feb 2009 to Jun 2017
- Executive Wealth ManagementJul 2007 to Dec 2024
- Executive Financial PlanningJun 2007 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
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
- 5201752
- Firm CRD
- 111147