EPG Wealth Management LLC

RIASEC RegisteredEst. 2019
Total AUM
$579M
Discretionary
$579M
100% of AUM
Avg account
$485K
Accounts
1,194
Employees
14
Advisory reps
10

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

FINTRX

Overview

EPG Wealth Management LLC is an independent registered investment adviser formed as an LLC and operating since 2019. The firm serves both individual and institutional clients and blends fee models (percentage of AUM, hourly, and fixed fees). Its advisory work includes financial planning, portfolio management for individuals and small businesses, and pension consulting. EPG also maintains broker-dealer registration activity and insurance brokerage capabilities, indicating a hybrid service model that can incorporate brokerage and insurance solutions alongside advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 34%, Cash & Cash Equivalents 13%, Investment Grade Corp Bonds 4%, Non-Exchange Traded Equities 2%, State & Local Bonds 2%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds34%
  • Cash & Cash Equivalents13%
  • Investment Grade Corp Bonds4%
  • Non-Exchange Traded Equities2%

Owners & executives

1 of 1
  • Rodolfo Rodriguez

    Rodolfo Rodriguez

    Founder & Chief Financial AdvisorCRD 4259619

Contacts

3 of 9
  • Danny Moore

    Danny Moore

    Managing DirectorCRD 2662931

  • Mark Reffett

    Mark Reffett

    Principal & Co-FounderCRD 5894110

  • Richard Artzi

    Richard Artzi

    Managing DirectorCRD 2955145

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 246

Active vs passive

$207M in ETFs

Passive

88%

$183M

Active

6%

$24M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$19.4M25,9079.36%
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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth