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EGP WEALTH MANAGEMENT, LLC
CRD 298338
611 MAIN STREET, NORTH LITTLE ROCK, AR, 72114, United States
Phone
501-320-1021
Fax
501-374-8425
Registration
— (—)
Source
State registered
Total AUM
$49.0M
Discretionary AUM
$8.5M
Team
5 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $15.9M |
| High net worth individuals | 15 | $22.8M |
| Pension/profit sharing plans | 4 | $3.3M |
| Corporations/business entities | 2 | $41K |
All web addresses on file
Official SEC filing: View on IAPD