EGP Wealth Management, LLC

Overview

EGP Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients alongside institutional relationships. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-AUM arrangement with hourly billing for certain services. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser. EGP lists industry connections with accounting and insurance firms, and its filings indicate it does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives