Elijah Burton
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, LLCSep 2025 to now
- UnemployedApr 2025 to Sep 2025
- Ep Wealth Advisors, LLCMay 2024 to Aug 2024
- UnemployedJan 2024 to Apr 2024
- Waikiki Beach ServicesApr 2023 to Apr 2025
- I9 SportsOct 2022 to Jan 2024
- UnemployedJan 2022 to Oct 2022
- TargetAug 2020 to Jan 2022
- UnemployedJan 2015 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
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
- 8178919
- Firm CRD
- 111147