EP Wealth Advisors acquires Bay Area RIA

EP Wealth Advisors acquires Bay Area RIA
Mindful Money in Berkeley, California, managed $346 million
JAN 04, 2022

EP Wealth Advisors, a Torrance, California-based registered investment adviser managing $13.3 billion, has acquired Mindful Money, a Berkeley, California-based firm managing $346 million.

Jonathan DeYoe founded DeYoe Wealth Management, which did business as Mindful Money, in 2001. He has become a senior vice president of EP Wealth and has been joined in the move by three other advisers and four support staff.

Complementing their advising services, DeYoe’s team also manages a series of digital financial education programs, which launched in 2021. The programs are available to the public and are complimentary for current wealth management clients. The classes will remain available online under the Mindful Money brand.

Latest News

Roughly three-fifths of Americans agree on higher taxes for large corporations, higher-income households
Roughly three-fifths of Americans agree on higher taxes for large corporations, higher-income households

Pew survey reveals slight majority consensus on tax rates, but views splinter based on political alignment and income levels.

The Fed's going to cut rates
The Fed's going to cut rates

While the Federal Reserve's decision to hold interest rates steady in March was widely expected, it's the reactions from financial professionals that provide a more nuanced picture of the central bank's approach.

Ontario Pension Fund revamps PE business in light of global risk
Ontario Pension Fund revamps PE business in light of global risk

The pioneering member of Canada's Maple Eight is stepping back from its go-it-alone private equity approach as a drought in deals and Trump's trade war prompt a rethink.

Raymond James, RBC reel in UBS advisors managing over $690M in assets
Raymond James, RBC reel in UBS advisors managing over $690M in assets

The firms' latest additions in Florida and Nevada come as a strategic change at UBS raises risk of advisor defections.

Assetmark debuts new advisor succession planning program
Assetmark debuts new advisor succession planning program

The new program offers opportunities and events structured for rookies, next-gen advisor leaders, and soon-to-exit veterans.

SPONSORED Beyond the all-in-one: Why specialization is key in wealth tech

In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'

SPONSORED Record growth: Interval funds emerge as key players in alternative investments

Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies