Financial ServicesWealth ManagementActiveVerified

EP Wealth Advisors

C/O CORPORATE CREATIONS NETWORK INC., Registered Agent

EP Wealth Advisors is a registered investment advisor (RIA) providing wealth management services across multiple offices nationwide. The website lists team members and office locations, confirming its legitimacy as an operating financial advisory firm. The LLC filing in Harrison, NY likely serves as an administrative entity for the firm.

Filed February 6, 2025 · Harrison, NY · Westchester County

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Source

New York Department of State, Division of Corporations · Entity 7529302 · Retrieved May 18, 2026

Search the registry for 7529302 ›JSON record ›

About EP Wealth Advisors

EP WEALTH ADVISORS ADMIN, LLC filed in New York on February 6, 2025, with a principal address in Harrison. The registered agent is C/O CORPORATE CREATIONS NETWORK INC., filed personally. The domain was registered on March 6, 2007, nearly 18 years before filing, through Cloudflare, and the site uses HubSpot. The website matched the filing name and address, and we estimate revenue between $10M and $50M with over 100 employees. The filing shares an address with 323 other entities and an owner name with 192 others. No annual report or EIN on file yet.

  • Domain registered 18 years before the filing date.
  • Registered agent is a corporate service, filed personally.
  • Website built with HubSpot and confirmed to match the filing name and address.
  • We estimate revenue of $10M-$50M and over 100 employees.
  • Shares an address with 323 other entities and an owner name with 192 others.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 26 new businesses registered in Harrison in February 2025, and the only financial services business registered there that month.

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Filing Details

Entity NameEP WEALTH ADVISORS ADMIN, LLC
Entity TypeLLC
Entity Number7529302
Filing DateFebruary 6, 2025
Principal AddressLocked
City / State / ZipHarrison, NY 10528
CountyWestchester
TimezoneEastern (ET)
EIN on FileNo
Registered AgentC/O CORPORATE CREATIONS NETWORK INC.
Agent AddressLocked
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 6547 days before filing · registrar Cloudflare
Website BuildModern · HubSpot
Annual ReportNot yet filed
Estimated Revenue$10M-$50M (estimate)
Estimated Employees100+ (estimate)
FootprintBrick and mortar (estimate)
Related Filings323 at the same address · 192 with the same owner name
First Recorded by DayOneLeadMay 18, 2026 (466 days after filing)

Verified Business Profile

SubcategoryWealth Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was EP Wealth Advisors registered?

EP Wealth Advisors was registered as LLC on February 6, 2025 in New York.

Where is EP Wealth Advisors located?

EP Wealth Advisors is based in Harrison, NY, 10528, in Westchester County.

What type of business is EP Wealth Advisors?

EP Wealth Advisors is classified as a financial services business (wealth management).

Does EP Wealth Advisors have an EIN on file?

No EIN was found on file for EP Wealth Advisors at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

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