Louis Lawrence Odette
Investment adviser representative at Ep Wealth Advisors
16 yearsExperience
1 stateRegistered in
CFADesignation
$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
16 years in the industry.
- Ep Wealth Advisors, LLCJun 2026 to now
- Opes Wealth ManagementDec 2020 to Jun 2026
- Landed Inc.Jan 2020 to Nov 2020
- UnemployedOct 2019 to Dec 2019
- Citigroup Global MarketsSep 2010 to Sep 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5849828
- Firm CRD
- 111147