Austin Brant Beard
Investment adviser representative at Ep Wealth Advisors
12 yearsExperience
2 statesRegistered in
$45.1BFirm assets
39 yearsFirm in business
Are you Austin Brant Beard? Claim your profile
Contact this firm
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, LLCAug 2021 to now
- Cook Martin Poulson, PcJan 2020 to Sep 2021
- Spindler ConstructionMay 2019 to Dec 2019
- Landmark Companies, IncAug 2018 to May 2019
- Proshield Pest SolutionsMay 2018 to Aug 2018
- Landmark Companies, IncSep 2017 to May 2018
- Eco Prop Pest ManagementMay 2017 to Aug 2017
- Southridge MilkJan 2017 to May 2017
- Lds MissionNov 2014 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, UT).
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
- 7543051
- Firm CRD
- 111147