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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).
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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
Total SMA Asset: $6,565,823
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $655,734,046 | 27.2% |
| Municipal Bonds | $1,202,982,679 | 49.9% |
| Cash | $552,070,207 | 22.9% |
| Total | $2,410,786,932 | 100.0% |