Robert Boston Larsen
Investment adviser representative at Ep Wealth Advisors
10 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
10 years in the industry.
- Ep Wealth Advisors, LLC.Dec 2024 to now
- Executive Wealth Management, LLCMay 2023 to Dec 2024
- Executive Tax Solutions. LLCApr 2022 to Dec 2024
- Ewm Capital, LLCJan 2022 to Dec 2024
- Executive Wealth Advisor, LLCJan 2022 to May 2023
- Private Client Services, LLCAug 2017 to Dec 2022
- Executive Wealth Management, LLCAug 2017 to Jan 2022
- The Huntington Investment CompanyJul 2016 to Aug 2017
- The Huntington National BankJul 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
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
- 6193843
- Firm CRD
- 111147