Patrick Eugene Donovan
Financial advisor at Ep Wealth Advisors, LLC · Torrance, CA
Last updated 2026-10-10
Claim your profilePatrick Eugene Donovan is a financial advisor at Ep Wealth Advisors, LLC in Torrance, CA, CRD 5199726. Licenses and exams on the registration: Series 66. IAPD registration began 2006-11-06.
Registration
- CRD number
- 5199726
- Registration status
- Active
- IAPD registration
- 2006-11-06
- Industry Experience
- 19 years
- Work Experience
- 13 years
- States registered
- CA, MA
Licenses and exams
- Series 66
Work history
- 2013-08 to 2019-04 · J.P. Morgan Securities LLC · Boston, MA
- 2013-08 to 2019-04 · Jpmorgan Chase Bank NA · Boston, MA
- 2019-04 to 2022-09 · Minot Wealth Management LLC · Westwood, MA
- 2022-09 to Present · Ep Wealth Advisors, Llc. · Torrance, CA
Current employment
- Ep Wealth Advisors · Torrance, CA
Ep Wealth Advisors, LLC
- Regulatory AUM
- $45,145,000,000
- Registered advisors
- 338
- Offices
- 115
- Clients per advisor
- 61.4 (Moderate)
- Average AUM per client
- $2.2M (Low)
- High-net-worth client ratio
- 7.7% (Low)
Ep Wealth Advisors, LLC: advisors, services and reported ETF investments
About
Patrick Eugene Donovan is a financial advisor at Ep Wealth Advisors, operating as Ep Wealth Advisors, LLC in Torrance, CA. Reported securities licenses include Series 66. The latest record indicates 19 years of industry experience and 13 years of reported work history.
Ep Wealth Advisors, LLC's firm-level Form ADV reports 338 advisors across 115 offices; approximately 61.4 clients per advisor, average assets per client of $2,176,922, and regulatory AUM of $45.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, and Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $17B across 669 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick Eugene Donovan personally.
Reported ETF positions
Ep Wealth Advisors reports 669 ETF positions worth $17B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VUG — Vanguard Morningstar Growth ETF | $2B |
| VTV — Vanguard Morningstar Value ETF | $2B |
| BIV — Vanguard Intermediate-Term Bond ETF | $934.1M |
| VOE — Vanguard Morningstar Mid-Cap Value ETF | $887M |
| VIGI — Vanguard International Dividend Appreciation ETF | $770.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Ep Wealth Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $12.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $12.9M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $14.2M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $10M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Ep Wealth Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Adviser to Any Private Fund
Location
21535 Hawthorne Blvd, Torrance, CA 90503
332 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 310-543-4559
- Website: epwealth.com
Official record
Are you Patrick Eugene Donovan?
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