EPG Wealth Management LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 302075
- Registered since
- May 31, 2019
- Website
- www.eastpacesgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.18%
- Individuals16.66%
- Corporations / Businesses3.53%
- Pension & Profit Sharing Plans2.92%
- Charitable Organizations1.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
EPG Wealth Management LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. It operates as a registered representative of a broker-dealer and as an insurance broker, and uses a mix of fee models including percentage-of-AUM, hourly, and fixed fees. ESG investing is not identified as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents13%
- Investment Grade Corp Bonds4%
- Non-Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 243Active vs passive
$211M in ETFs
87%
$184M
7%
$27.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $19.8M | 25,867 | 9.37% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 309 E Paces Ferry Rd Ne
- Time zone
- ET (UTC-5)
- Office locations
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