EPG WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 302075
- Registered since
- May 31, 2019
- Website
- www.eastpacesgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.18%
- Individuals16.66%
- Corporations / Businesses3.53%
- Pension & Profit Sharing Plans2.92%
- Charitable Organizations1.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
EPG Wealth Management LLC is an independent registered investment adviser that began SEC registration in 2019 and is organized as a limited liability company. The firm serves both individual & family clients and institutional accounts, offering fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. EPG also conducts broker-dealer registered representative and insurance brokerage activities. The firm is not structured as a capital allocator and does not identify as an active ESG investor. Its business mix indicates a hybrid practice that combines advisory work with transactional and insurance capabilities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents13%
- Investment Grade Corp Bonds4%
- Non-Exchange Traded Equities2%
Owners & executives
1 of 1RODOLFO RODRIGUEZ
Founder & Chief Financial AdvisorCRD 4259619
Contacts
3 of 9DANNY MOORE
Managing DirectorCRD 2662931
Mark Reffett
Principal & Co-FounderCRD 5894110
Richard Artzi
Managing DirectorCRD 2955145
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 247Active vs passive
$182M in ETFs
88%
$159M
6%
$22.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $17M | 26,028 | 9.37% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 309 E Paces Ferry Rd NE
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
DOMAIN TIMBER ADVISORS, LLC
RIAAtlanta, GA
PERSIUM ADVISORS, LLC
RIAAtlanta, GA
ARCAPITA INVESTMENT MANAGEMENT US INC.
RIAAtlanta, GA
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
RIAAtlanta, GA
NOVAPOINT CAPITAL LLC
RIAAtlanta, GA
FINANCIAL INNOVATIONS, LLC
RIAAtlanta, GA