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EPG Wealth Management LLC

Headquartered in ATLANTA, GA

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Firm Information

EPG Wealth Management LLC is an investment advisor registered with the SEC and located in Atlanta, GA. They manage over $642 million in assets for a range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. They offer financial planning, portfolio management for individuals, and pension consulting services.

EPG Wealth Management LLC

309 EAST PACES FERRY RD NE

ATLANTA, GA 30305

$642.64M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

EPG WEALTH MANAGEMENT LLC has a total of 5 branch locations across the country.
location

Cumming, GA

location

Amelia Island, FL

location

Whitsett, NC

location

Atlanta, GA

location

ATLANTA, GA

Advisors at EPG Wealth Management LLC

View All 9 Advisors
Unclaimed
Thomas Eugene James

CFP®, RA

ATLANTA, GA

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Danny Lee Moore

RA

ATLANTA, GA

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Richard Oren Artzi

RA

ATLANTA, GA

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Unclaimed
David Stuart Jones

CFP®, RA

ATLANTA, GA

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Unclaimed
Mark Alexander Reffett

RA

ATLANTA, GA

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Unclaimed
Matthew W Canine

RA

ATLANTA, GA

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Unclaimed
Kyle Andrew Willemse

RA

ATLANTA, GA

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Unclaimed
David Griswold Curry

CFP®, RA

ATLANTA, GA

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Disclosures

There are no public disclosures for EPG Wealth Management LLC.

Frequently Asked Questions (5)

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