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EP Wealth acquires California’s Peninsula Wealth

Summary by Private Banker International
RIA aggregator EP Wealth Advisors has deepened its reach in the US with the purchase of Peninsula Wealth in San Francisco, California. Financial details of the transaction remain confidential. This partnership brings over $660m in assets under management (AUM) to EP Wealth and bolsters its client service capabilities in Northern California. The acquisition of Peninsula Wealth enhances EP Wealth’s operations in Northern California, supporting its…
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Private Banker InternationalPrivate Banker International

EP Wealth acquires California’s Peninsula Wealth

RIA aggregator EP Wealth Advisors has deepened its reach in the US with the purchase of Peninsula Wealth in San Francisco, California. Financial details of the transaction remain confidential. This partnership brings over $660m in assets under management (AUM) to EP Wealth and bolsters its client service capabilities in Northern California. The acquisition of Peninsula Wealth enhances EP Wealth’s operations in Northern California, supporting its…

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Private Banker International broke the news in on Thursday, April 3, 2025.
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