Overview
Assets Under Management: $495 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 491
Average Client Assets: $725,037
Frequently Asked Questions
EPG WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #302075), EPG WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
EPG WEALTH MANAGEMENT LLC is headquartered in ATLANTA, GA.
EPG WEALTH MANAGEMENT LLC serves 491 high-net-worth clients according to their SEC filing dated December 18, 2025. View client details ↓
According to their SEC Form ADV, EPG WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
EPG WEALTH MANAGEMENT LLC manages $495 million in client assets according to their SEC filing dated December 18, 2025.
According to their SEC Form ADV, EPG WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 491
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.85
Average High-Net-Worth Client Assets: $725,037
Total Client Accounts: 1,114
Discretionary Accounts: 1,114
Regulatory Filings
CRD Number: 302075
Filing ID: 2034794
Last Filing Date: 2025-12-18 11:38:38
Website: 4