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Minot Wealth Management

EST. AUM
$1,115,385,636

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number 299943
Website epwealth.com
Client types

Overview

Minot Wealth Management is an independent Registered Investment Advisor (RIA) established solely to provide customized investment and financial services for wealthy individuals and families. Its founding partners have more than 50 years of combined experience serving people with significant means who want clarity, income, growth, and sustainability in their finances. The company was acquired by EP Wealth in September 2022.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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