Angel M Davis
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, LLCMar 2026 to now
- Focus Partners Wealth, LLCMay 2025 to Mar 2026
- Adero Partners, LLCOct 2024 to Apr 2025
- Centaurus Financial Inc.Oct 2022 to Sep 2024
- Fox Hill Financial & Insurance ServicesMay 2021 to Sep 2024
- Sacramento StateSep 2020 to May 2022
- Sierra CollegeJun 2018 to Jun 2020
- Del Oro High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7459285
- Firm CRD
- 111147