Megan Martin Hurches
Investment adviser representative at Ep Wealth Advisors
10 yearsExperience
2 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, LLCDec 2024 to now
- Executive Wealth Management, LLCFeb 2023 to Dec 2024
- Dynamic Wealth Management Solutions, LLCAug 2022 to Feb 2023
- CosignmedJun 2021 to Aug 2024
- Ascension St. Thomas WestAug 2018 to Apr 2021
- Sarah Cannon Research InstituteOct 2017 to Jul 2018
- Northwestern Memorial HospitalMar 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, MI).
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
- 7611050
- Firm CRD
- 111147