Epg Wealth Management LLC is a large advisory firm based in Atlanta. It manages $234.08 million of regulatory assets for 658 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 5 other states.
Epg Wealth Management provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Epg Wealth Management LLC is $234.08 million, all of which is managed in discretionary accounts. $29.69 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Epg Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Epg Wealth Management is high net worth individuals with 107 clients and $166.51 million of assets under management. Among the 10 most similar advisory firms, Epg Wealth Management has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $230.95 million for 353 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Epg Wealth Management doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Epg Wealth Management LLC performs its advisory services is located at 309 East Paces Ferry Rd Ne, Atlanta, GA 30305, which is also the mailing address of the firm. An additional office of the firm is in Jacksonville, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-809-3680. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at eastpacesgroup.com.