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EPPES WEALTH MANAGEMENT

EPPES WEALTH MANAGEMENT, LLC

CRD 332781

Visit website

1110 HIGHWAY A1A, SUITE 207, SATELLITE BEACH, FL, 32937, United States

Phone

(321) 209-1391

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$1.7M

Discretionary AUM

$1.7M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals9$1.1M

All web addresses on file

Official SEC filing: View on IAPD