Wacker Wealth News Today

San Luis Obispo-based wealth management firm Wacker Wealth Partners has been sold to EP Wealth Advisors for an undisclosed amount. Announced April 2, Wacker Wealth is the largest wealth management firm in San Luis Obispo with more than $1.2 billion in assets under management. This also expands EP's Wealth Advisors California reach into the Central

EP grows assets by nearly $1.2 billion in Central California by acquiring Wacker Wealth Partners

People may not realize they have to include certain streams of income on their filings, including crypto currency.