EP Wealth Advisors has announced the acquisition of Executive Wealth Management, LLC (EWM), in Michigan.
The partnership establishes EP Wealth’s first offices in Michigan and strengthens the firm’s presence in the Midwest while adding approximately $1.6 billion in assets under management (AUM) and bringing EP’s total AUM to more than $31 billion. The partnership was finalized in December 2024 and was the last of EP’s all-time high seven integrations in the past year.
Executive Wealth Management has Michigan offices in Brighton, Northville, Jackson and Ludington, as well as locations in Florida and Colorado. The partnership continues EP Wealth’s nationwide expansion and establishes a larger presence in the Midwest for the firm. Founded in 1985 by Bert Herzog, EWM has built a reputation for compassionate service and a disciplined investment management approach. EWM has provided clients with financial, tax, investment and legal offerings under one roof — align
