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EPG WEALTH MANAGEMENT LLC
CRD 302075 · SEC 801-116719
309 EAST PACES FERRY RD NE, STE 900, ATLANTA, GA, 30305, United States
Phone
404-809-3680
Fax
404-809-3678
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$579.1M
Discretionary AUM
$579.1M
Team
14 total employees; 10 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 586 | $96.5M |
| High net worth individuals | 570 | $435.4M |
| Pension/profit sharing plans | 24 | $16.9M |
| Charitable organizations | 3 | $9.8M |
| Corporations/business entities | 11 | $20.4M |
States served
AL, CO, GA, LA, NE, NY, NC, OR, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD