Epg Wealth Management LLC

Epg Wealth Management LLC (CRD# 302075) is a financial advisory firm headquartered in Atlanta, GA. They manage $642,643,943 in 1,458 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA 30305
http://www.eastpacesgroup.com
By the Numbers
  • Total Assets Under Management
    643
    MILLION
  • Total Number of Accounts
    1,458
    ACCOUNTS
  • Average Account Value
    $440,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, LA, NC, NE, NJ, NY, OR, SC, TN, TX, VA

Financial Advisors at Epg Wealth Management LLC
Showing 11 - 12 of 12 top financial advisors.
11
Morgan White, financial advisor Atlanta GA
Morgan G. White
CRD#: 6728445
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA 30305

Morgan White (CRD# 6728445) is an Investment Advisor Representative working at Epg Wealth Management LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

12
Kyle Willemse, financial advisor Atlanta GA
Kyle A. Willemse
CRD#: 7758183
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA 30305

Kyle Willemse (CRD# 7758183) is an Investment Advisor Representative working at Epg Wealth Management LLC in Atlanta, GA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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