SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Epg Wealth Management LLC
Atlanta, GA
CRD 302075
Firm filing updated March 5, 2026 ·
- $579.1MAssets
- 10Advisory staff
- 1,194Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals586
- High net worth individuals570
- Pension and profit sharing plans24
- Corporations or other businesses11
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 586 | $96.5 million |
| High net worth individuals | 570 | $435.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $16.9 million |
| Charitable organizations | Fewer than 5 clients | $9.8 million |
| Corporations or other businesses not listed above | 11 | $20.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$579.1 million
- Accounts1,194
- DiscretionaryAll accounts
People
- Employees14
- Advisory staff10
- Broker-dealer reps6
- Licensed insurance agents5
- Planning clients51 to 100
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 302075, SEC file 801-116719.
- Registered with the SEC as an investment advisor (status date on record: May 31, 2019).
Is Epg Wealth Management LLC a fiduciary?
Short answer: Epg Wealth Management LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 6 staff are broker-dealer representatives and the firm is itself a registered representative of a broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
5 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.