This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

EP WEALTH ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Analyst

First registration

Jul 24, 2019

Dual registered

no

Other names

Ian Clemens

IAPD individual key

7126754

• Occurred

  Jan 4, 2022
  Advisor changed firm

  Ian Mark Clemens left Cwm, Llc for Ep Wealth Advisors (registered 2024-11-15)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:551963b0-00a1-1ccd-bd46-948438ed206a

First observed

Jul 24, 2019

Last observed

Sep 15, 2026 3 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.