EPOCH FAMILY WEALTH
Firm details
- Headquarters
- ,
- CRD number
- 286107
- Website
- epochfamilywealth.com
- Custodians
- ALTUIST LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Epoch Family Wealth operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of financial planning services and portfolio management tailored for individuals and small businesses. Epoch Family Wealth does not engage in capital allocation or act as a pension consultant, focusing instead on providing personalized advisory services. The firm does not actively participate in ESG investing and is not classified as a multi-state adviser.
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 Equities50%
- US Government Bonds25%
- State & Local Bonds15%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1DARYL TEGTMEIER
OwnerCRD 2344045
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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