Timothy Ryan Vanderhoof
Investment adviser representative at Ep Wealth Advisors
10 yearsExperience
3 statesRegistered in
$45.1BFirm assets
39 yearsFirm in business
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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, LLCMar 2026 to now
- J.P. Morgan Institutional Investments Inc.Oct 2023 to Mar 2026
- J.P. Morgan Investment Management Inc.Oct 2023 to Mar 2026
- JPMorgan Distribution Services, Inc.Oct 2021 to Oct 2023
- Homeside Financial dba Lower.comMay 2020 to Sep 2021
- Schulte HospitalityDec 2019 to Jul 2020
- ChipotleOct 2019 to Dec 2019
- Skylight Financial GroupMay 2019 to Aug 2019
- Coldwell Banker Schmidt Family of CompaniesFeb 2019 to Apr 2020
- Coldwell Banker CommercialJun 2018 to Aug 2018
- The Ohio State UniversityAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (CA, KY, OH).
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
- 7457203
- Firm CRD
- 111147