Anna Vo
Investment adviser representative at Ep Wealth Advisors
13 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
13 years in the industry.
- Ep Wealth Advisors, LLCDec 2022 to now
- UnemployedJun 2022 to Dec 2022
- Sprout Mortgage LLCSep 2020 to Jun 2022
- Secure One Capital CorporationMar 2020 to Aug 2020
- UnemployedNov 2019 to Mar 2020
- Stearns Lending LLCNov 2018 to Nov 2019
- Nations Direct LendingOct 2017 to Nov 2018
- Trinity Financial Services, LLCFeb 2017 to Sep 2017
- StudentSep 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (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
- 8192461
- Firm CRD
- 111147