EP Wealth Acquires Wacker Wealth Partners

EP Wealth Advisors has acquired Wacker Wealth Partners, adding 22 team members and approximately $1.2 billion in managed assets. This acquisition enables EP to establish a presence in Central California, bridging their existing operations in Northern and Southern California.

Wacker Wealth Partners was founded in 1988 by Founder Bob Wacker, who recently passed away in February. The Wacker team is known for serving 700 households and 27 institutional clients across various industries. The former CEO of Wacker, Ryan Caldwell, has been appointed as EP's new regional director for Central California, while Bryan Krill, the former President and COO, will serve as associate regional director.

The deal marks EP's second major acquisition in 2024, indicating a continued growth trajectory. The integration aims to provide Wacker's advisors and staff with more tools and support, facilitating further growth and development.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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