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EPG WEALTH MANAGEMENT LLC
309 East Paces Ferry Rd Ne
Ste 900
Atlanta, Georgia 30305
Tel: 404-809-3680
About EPG WEALTH MANAGEMENT LLC
EPG WEALTH MANAGEMENT LLC, formally registered with the SEC as EPG WEALTH MANAGEMENT LLC. The firm was established in 05/31/2019. They have over 6 offices throughout the country.
EPG WEALTH MANAGEMENT LLC is a Atlanta, Georgia based Financial Planning firm with nearly $642,643,943 assets under management, offering retirement planning & investment advisory services to 1458 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 302075 |
| SEC# | 801-116719 |
| Assets Managed by Firm | $642,643,943 |
| No. of Clients | 1458 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1458 | $642,643,943 |
| Individuals (other than high net worth individuals) | 721 | $118,667,259 |
| High net worth individuals | 677 | $467,418,045 |
| Pension and profit sharing plans | 42 | $28,085,736 |
| Charitable organizations | 8 | $9,493,774 |
| Corporations or other businesses | 10 | $18,979,129 |
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