Hunter Ruck
Investment adviser representative at Ep Wealth Advisors
11 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
11 years in the industry.
- Ep Wealth Advisors, LLCJan 2026 to now
- Capital Insight PartnersJun 2025 to Dec 2025
- Faith Investor ServicesFeb 2024 to Feb 2025
- Biola UniversityAug 2022 to May 2025
- UnemployedJul 2022 to Aug 2023
- Alo YogaApr 2022 to Jul 2022
- Uc Irvine Athletics DepartmentJul 2021 to Aug 2021
- University of California-irvineAug 2020 to May 2022
- UnemployedMay 2020 to Jul 2021
- Rancho Salano Preparatory SchoolNov 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8186435
- Firm CRD
- 111147