AeroLeads people directory · profile

Kevin Ashworth Email & Phone Number

Advisor and Investment Advisor Representative at DeLarme Wealth Management
Location: Long Beach, California, United States 4 work roles 1 school
1 work email found @epwealth.com 4 phones found area 310 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 4 phones

Work email k****@epwealth.com
Direct phone (310) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
DeLarme Wealth Management
Role
Advisor and Investment Advisor Representative
Location
Long Beach, California, United States
Company size
138 employees

Who is Kevin Ashworth? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kevin Ashworth is listed as Advisor and Investment Advisor Representative at DeLarme Wealth Management, a with 138 employees, based in Long Beach, California, United States. AeroLeads shows a work email signal at epwealth.com, phone signal with area code 310, and a matched LinkedIn profile for Kevin Ashworth.

Kevin Ashworth previously worked as Investment Director at Ep Wealth Advisors and Portfolio Manager at Jess S. Morgan & Co.. Kevin Ashworth holds Bs, Finance from California State University, Fresno.

Company email context

Email format at DeLarme Wealth Management

This section adds company-level context without repeating Kevin Ashworth's masked contact details.

{first_initial}{last}@epwealth.com
89% confidence

AeroLeads found 1 current-domain work email signal for Kevin Ashworth. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Kevin Ashworth

Kevin is the Director of Investments for EP Wealth Advisors. In addition to managing client relationships, Kevin chairs the Investment Committee and manages the Portfolio Management and Analyst departments.Prior to joining EP Wealth Advisors in 2002, Kevin was a Portfolio Manager at Jess S. Morgan & Co., a leading Business Management firm focusing on clients in the entertainment industry. Kevin began his career as a Portfolio Manager and Equity Analyst covering the telecommunications hardware sector for Wells Fargo Private Asset Management.Kevin received his Bachelor of Science in Business Administration with a Finance concentration from California State University, Fresno. He earned the Chartered Financial Analyst (CFA) designation in 2001. He is an active member of the CFA Institute and the CFA Society of Los Angeles.Kevin resides in Long Beach with his wife Gina and their three children.Specialties:Investment ManagementWealth AdvisoryInvestment AnalysisFinancial PlanningClient Relationship ManagementAsset AllocationPortfolio Management

Current workplace

Kevin Ashworth's current company

Company context helps verify the profile and gives searchers a useful next step.

DeLarme Wealth Management
Delarme Wealth Management
Advisor and Investment Advisor Representative
Long Beach, CA, US
Website
epwealth.com
Employees
138
AeroLeads page
Company profile
View company profile Email format
4 roles · 33 years

Kevin Ashworth work experience

A career timeline built from the work history available for this profile.

Investment Director

Current
Ep Wealth Advisors

Greater Los Angeles Area

EP Wealth Advisors (EPWA) is a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. Our mission is to understand each client’s unique situation and to develop a customized plan with strategies designed to achieve their specific goals and objectives. Years of client relationships, combined with our highly experienced team of Certified Financial Planners and Chartered Financial Analysts, has enabled our firm to incorporate portfolio management with a personalized wealth plan in order to create and maintain a secure financial future for each of our clients.http://www.epwealth.com

Mar 2002 - Present

Portfolio Manager

Jess S. Morgan & Co.

Portfolio Manager at Jess S. Morgan & Co., a leading Business Management firm focusing on clients in the entertainment industry

Jun 2000 - Mar 2002

Portfolio Manager

Wells Fargo

Portfolio Manager and Equity Analyst covering the telecommunications hardware sector for Wells Fargo Private Asset Management

1994 - 2000 ~6 yrs
Team & coworkers

Colleagues at DeLarme Wealth Management

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

CC Conor Coogan, Cfp® Conor Coogan, Cfp® Colleague at Delarme Wealth ManagementWakefield, Massachusetts, United States View → MM Maranda M. Maranda M. Colleague at Delarme Wealth ManagementAugusta, Maine, United States View → MF Melanie F. Melanie F. Colleague at Delarme Wealth ManagementSan Francisco Bay Area, United States View → NM Nicolas Moore Nicolas Moore Colleague at Delarme Wealth ManagementSeal Beach, California, United States View → AM Arthur Molina Arthur Molina Colleague at Delarme Wealth ManagementCosta Mesa, California, United States View → AY Avetis Yetenekyan, Cfa Avetis Yetenekyan, Cfa Colleague at Delarme Wealth ManagementPasadena, California, United States View → JP Joseph Palumbo Joseph Palumbo Colleague at Delarme Wealth ManagementCarlsbad, California, United States View → KO Kevin O'Reilly, Cfp® Kevin O'Reilly, Cfp® Colleague at Delarme Wealth ManagementPhoenix, Arizona, United States View → JC Jack Curran, Cfp® Jack Curran, Cfp® Colleague at Delarme Wealth ManagementSan Diego, California, United States View → GT Geniffer Takacs, Cfa Geniffer Takacs, Cfa Colleague at Delarme Wealth ManagementTorrance, California, United States View →
1 education record

Kevin Ashworth education

FAQ

Frequently asked questions about Kevin Ashworth

Quick answers generated from the profile data available on this page.

What company does Kevin Ashworth work for?

Kevin Ashworth works for DeLarme Wealth Management.

What is Kevin Ashworth's role at DeLarme Wealth Management?

Kevin Ashworth is listed as Advisor and Investment Advisor Representative at DeLarme Wealth Management.

What is Kevin Ashworth's email address?

AeroLeads has found 1 work email signal at @epwealth.com for Kevin Ashworth at DeLarme Wealth Management.

What is Kevin Ashworth's phone number?

AeroLeads has found 4 phone signal(s) with area code 310 for Kevin Ashworth at DeLarme Wealth Management.

Where is Kevin Ashworth based?

Kevin Ashworth is based in Long Beach, California, United States while working with DeLarme Wealth Management.

What companies has Kevin Ashworth worked for?

Kevin Ashworth has worked for Delarme Wealth Management, Ep Wealth Advisors, Jess S. Morgan & Co., and Wells Fargo.

Who are Kevin Ashworth's colleagues at DeLarme Wealth Management?

Kevin Ashworth's colleagues at DeLarme Wealth Management include Conor Coogan, Cfp®, Maranda M., Melanie F., Nicolas Moore, and Arthur Molina.

How can I contact Kevin Ashworth?

You can use AeroLeads to view verified contact signals for Kevin Ashworth at DeLarme Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Kevin Ashworth attend?

Kevin Ashworth holds Bs, Finance from California State University, Fresno.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Kevin Ashworth you were looking for.

Kevin Ashworth
Kevin Ashworth
Investment Banking Analyst At Perella Weinberg Partners
Los Angeles Metropolitan Area
View similar profiles