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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
– The SLO Food Bank has announced its selection of Molly Kern as the organization’s new Chief Executive Officer (CEO) upon the departure of current […]
Wacker Wealth Partners, based in San Luis Obispo, CA, is ranked No. 86 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Several local businesses donated thousands of dollars to KSBY’s Season of Hope campaign Monday night while KSBY was at San Luis Obispo City Fire Station #1 collecting donations.