Richard Oren Artzi
Investment adviser representative at Epg Wealth Management LLC
14 yearsExperience
2 statesRegistered in
$579.1MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Epg Wealth Management LLCJun 2019 to now
- Arkadios Capital, LLCJan 2017 to now
- Triad Advisors, Inc.Apr 2012 to Jan 2017
- Acg Wealth, Inc.Mar 2012 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Epg Wealth Management LLC
$579.1MAssets managed
1,194Clients
11Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2955145
- Firm CRD
- 302075