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EP Wealth AdvisorsFinancial advisor in Berkeley, CA

EP Wealth Advisors is a financial advisor at 2150 Shattuck Ave. #700, Berkeley, CA 94704. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Berkeley, CA0 paid placements in any rankingHow we rank

Call (510) 848-0012Website ↗

Key facts

Key facts about EP Wealth Advisors
Address2150 Shattuck Ave. #700, Berkeley, CA 94704Get directions
Phone(510) 848-0012
Websiteepwealth.com
HoursMonday to Friday: 9 AM – 5 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Berkeley and 11 towns within 25 miles: Albany, Emeryville, Piedmont, El Cerrito, Oakland, Orinda, Richmond, Alameda, El Sobrante, San Pablo and Moraga.

Based in Berkeley, CAView on map

Opening hours

Opening hours for EP Wealth Advisors
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about EP Wealth Advisors

What are EP Wealth Advisors’ hours?

EP Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does EP Wealth Advisors serve?

Serves Berkeley and 11 towns within 25 miles: Albany, Emeryville, Piedmont, El Cerrito, Oakland, Orinda, Richmond, Alameda, El Sobrante, San Pablo and Moraga. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact EP Wealth Advisors?

Call EP Wealth Advisors on (510) 848-0012. The business is at 2150 Shattuck Ave. #700, Berkeley, CA 94704. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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