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- Custodian
- Amalgamated Bank · Interactive Brokers · RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-18-2019
- Office Locations
- 1
Office Locations
About EWM Advisory
EWM Advisory (Executive Wealth Management) now operates as part of EP Wealth Advisors, continuing with the same local advisory team while adding EP Wealth’s broader planning and investment platform. The firm builds personalized financial plans and investment strategies for individuals and families, with planning-led portfolio construction emphasizing ETFs and asset allocation. Clients also gain access to EP Wealth’s ongoing investor education (webinars, updates, newsletters) and a nationally recognized RIA brand (e.g., Barron’s 2024).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 34 clients, or 34 clients per representative. That equates to $193.1K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on April 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- CRM
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- Investment Themes
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- Services
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Owner & Executives
Gordon Stockman
Chief Compliance Officer, President
- CRD
- #6603429
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,565,823 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,565,823 | -- |
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Separately Managed Accounts
SMA allocation detail is available
EWM Advisory has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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