Cody Andrew Barrus
Investment adviser representative at Ep Wealth Advisors
11 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
11 years in the industry.
- Ep Wealth Advisors, LLCSep 2026 to now
- Aquire Wealth Advisors, LLC d/b/a Dentist AdvisorsJan 2024 to Aug 2026
- Deseret Mutual Benefit AdministratorsMay 2023 to Dec 2023
- Alter DomusJun 2022 to May 2023
- Pc EnclosuresMay 2021 to Jun 2022
- Brigham Young UniversityAug 2018 to May 2024
- Full Time StudentAug 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8176337
- Firm CRD
- 111147