EPPES WEALTH MANAGEMENT

Overview

Eppes Wealth Management is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm advises individuals, families and small businesses, offering financial planning and portfolio management. Its stated fee arrangements include percentage-of-assets under management, hourly engagements and fixed-fee work, and the adviser manages client assets on a discretionary basis. Investment activity is concentrated in publicly available pooled vehicles. The firm’s allocation approach favors mutual funds and other public fund vehicles as core building blocks, rather than in-house separate account strategies or direct alternative positions. Eppes Wealth Management does not identify itself as an active ESG investor and does not report multi-state advisory activity or pension consulting as a line of business.

Assets & Accounts

Investments & Alternatives

Location & Offices