William Thomas Chedester
Investment adviser representative at Ep Wealth Advisors
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Ep Wealth Advisors, LLCOct 2022 to now
- UnemployedMay 2022 to Oct 2022
- Trilogy FinancialJun 2021 to May 2022
- UpdigitalMay 2020 to Apr 2021
- Ep Wealth AdvisorsJan 2020 to Mar 2020
- UnemployedJun 2019 to Dec 2019
- Kelly Slater Wave PoolFeb 2019 to May 2019
- Lemoore Stadium CinemasSep 2018 to Jun 2019
- Zanolas Gran and SeedMay 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7395418
- Firm CRD
- 111147