Large SLO-based wealth management firm bought out | Pacific Coast Business Times

San Luis Obispo-based wealth management firm Wacker Wealth Partners has been sold to EP Wealth Advisors for an undisclosed amount. Announced April 2, Wacker Wealth is the largest wealth management firm in San Luis Obispo with more than $1.2 billion in assets under management. This also expands EP's Wealth Advisors California reach into the Central

Related Keywords

California ,United States ,Bryan Caldwell ,Luis Obispo , ,Jorge Mercado Tuesday ,Luis Obispo Based ,Wacker Wealth Partners ,Wacker Wealth ,San Luis Obispo ,Advisors California ,Wealth Advisor Ryan Caldwell ,Central California ,Associate Regional ,Banking Amp Finance ,Latest News ,Left ,Tri County Economy ,