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EPG WEALTH MANAGEMENT LLC
CRD 302075File 801-116719
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.