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RIA / WealthAdvisorCertified Financial Planner12 years in industry

MADISEN BEATRYCE KARLSON

Advisor at EP WEALTH ADVISORS

Salt Lake City, UT | TORRANCE, CA

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Search this name across graphsid dfx:ria:da0d1405-6455-d445-483d-35eb52217360

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Aug 15, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 13, 2019
First registration: Aug 15, 2019
Dual registered: no
Other names: MADISEN Beatryce KARLSON|Madisen Beatryce Mismash|MADISEN KARLSON
IAPD individual key: 7027401

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EP WEALTH ADVISORS	Independent wealth	Oct 9, 2025	n/a	yes	TORRANCE, CA\|Salt Lake City, UT	Current employment
AUSTIN PRIVATE WEALTH, LLC	Former SEC adviser	Dec 13, 2024	Sep 18, 2025	no	Pocatello, ID\|AUSTIN, TX	Previous registration
THE REAL WEALTH COTERIE	State registered	Jun 14, 2024	Aug 13, 2024	no	New Haven, CT	Previous registration
2050 WEALTH PARTNERS LLC	n/a	Mar 1, 2023	Jul 1, 2024	no	LANHAM, MD	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Aug 15, 2019	Oct 1, 2021	no	Scottsdale, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AUSTIN PRIVATE WEALTH, LLC	EP WEALTH ADVISORS	Sep 18, 2025	Oct 9, 2025	21	Firm change	RIA to RIA
THE REAL WEALTH COTERIE	AUSTIN PRIVATE WEALTH, LLC	Aug 13, 2024	Dec 13, 2024	122	Firm change	Other
2050 WEALTH PARTNERS LLC	THE REAL WEALTH COTERIE	Jul 1, 2024	Jun 14, 2024	-17	Firm change	Other
VANGUARD ADVISERS, INC.	2050 WEALTH PARTNERS LLC	Oct 1, 2021	Mar 1, 2023	516	Firm change after gap	Other

Relationships

Registered with (5)

→ EP WEALTH ADVISORSRegistered adviserregistration: current employment
Oct 9, 2025 to presentfactForm ADV
→ AUSTIN PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
Dec 13, 2024 to Sep 18, 2025factForm ADV
→ THE REAL WEALTH COTERIERegistered adviserregistration: previous registration
Jun 14, 2024 to Aug 13, 2024factForm ADV
→ 2050 WEALTH PARTNERS LLCRegistered adviserregistration: previous registration
Mar 1, 2023 to Jul 1, 2024factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Aug 15, 2019 to Oct 1, 2021factForm ADV

Dated events

Occurred
Sep 18, 2025
Advisor changed firm
Madisen Beatryce Karlson left Austin Private Wealth, Llc for Ep Wealth Advisors (registered 2025-10-09)
Form ADVobserved 5 days ago
Occurred
Aug 13, 2024
Advisor changed firm
Madisen Beatryce Karlson left The Real Wealth Coterie for Austin Private Wealth, Llc (registered 2024-12-13)
Form ADVobserved 5 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Madisen Beatryce Karlson left 2050 Wealth Partners Llc for The Real Wealth Coterie (registered 2024-06-14)
Form ADVobserved 5 days ago