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EPG WEALTH MANAGEMENT LLC
CRD 302075File 801-116719
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$579.1M
Above cohort median (national)
Discretionary AUM
$579.1M
Clients
1,194
1,194 accounts
Employees
14
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 31, 2019
- Principal office
- 309 EAST PACES FERRY RD NE, STE 900, ATLANTA, GA, 30305
- Phone
- 404-809-3680
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $579.1M
- Discretionary AUM
- $579.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,194
- Non-discretionary accounts
- 0
- Total accounts
- 1,194
- AUM per client
- $485K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $20.4M |
| Charitable organizations | Fewer than 5 | $9.8M |
| High net worth individuals | 570 | $435.4M |
| Pension and profit sharing plans | 24 | $16.9M |
| Individuals (other than high net worth individuals) | 586 | $96.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2026 | Clients | 1,114 | 1,194 | increased by80 |
| Apr 1, 2026 | AUM | $495,489,968 | $579,086,058 | increased by$83,596,090 |
| Apr 1, 2026 | Accounts | 1,114 | 1,194 | increased by80 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 13 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,033 | 1,114 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $467,088,062 | $495,489,968 | increased by$28,401,906 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,033 | 1,114 | increased by81 |
| Apr 1, 2022 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | Clients | 449 | 1,033 | increased by584 |
| Apr 1, 2022 | AUM | $364,408,387 | $467,088,062 | increased by$102,679,675 |
| Apr 1, 2022 | Accounts | 885 | 1,033 | increased by148 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EPG WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EPG WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.