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Wacker Wealth Partners

EST. AUM
$1,141,899,385

CONTACTS
6

CLIENT ACCOUNTS
723

Firm Details

Metro area Los Angeles
CRD Number 145931
Website epwealth.com
Client types

Overview

Acquired by EP Wealth Wacker Wealth Partners is a $1.2B RIA outside of Los Angeles that was founded in 1987. In years past, they had moved their US equity allocations to DFA while remaining active in International and EM asset classes. On the Alternatives side, they have their own internal funds. Bob Priola is Director of Research and is a member of the Investment Committee.

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Address

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

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