Alfonso Rodriguez arriaga
Investment adviser representative at Ep Wealth Advisors
10 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
10 years in the industry.
- Ep Wealth Advisors, LLCApr 2023 to now
- Tarbox Family OfficeJun 2021 to Mar 2023
- Gc1 VenturesMar 2019 to Jun 2021
- Wells FargoOct 2016 to Mar 2019
Designations
- CFA
Exams passed
No exams in this record.
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
- 7512024
- Firm CRD
- 111147