EP Wealth snaps up Wacker, a $1 2B California practice investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.
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
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Wacker Wealth Partners, based in San Luis Obispo, CA, is ranked No. 86 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.