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| EPG Wealth Management LLC
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| CRD # | 302075 |
| SEC # | 801-116719 |
| CIK # | 0001803058 |
| AUM | 579.1 M (2026-03-05) |
| Employees | 14 (71% Investors, 43% Brokers) |
| Phone | 404-809-3680 |
| Address | 309 East Paces Ferry Rd NE Atlanta, GA 30305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.3 | ||
| Apple Inc | 13.7 | ||
| Alphabet Inc | 8.8 | ||
| Microsoft Corp | 8.1 | ||
| Quanta Services Inc | 7.7 | ||
| J P Morgan Chase & Co | 6.1 | ||
| Amazon Com Inc | 5.5 | ||
| Coca Cola Co | 4.4 | ||
| Lilly Eli & Co | 4.4 | ||
| Broadcom Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 586 | 96.5 |
| (b) Individuals (high net worth individuals) | 570 | 435.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 16.9 |
| (h) Charitable organizations | 3 | 9.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 20.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,194 | 579.1 |
| By Discretionary | ||
| Discretionary | 1,194 | 579.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,194 | 579.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.8 | |
| United States Persons | 555.3 | |
| Total | 1,194 | 579.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803058] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
55 North Private Wealth LLC
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FL | 581.3 M |
|
RTW Financial Advisors Inc
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TX | 581.0 M |
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Keystone Global Partners LLC
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CO | 580.5 M |
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Dempsey Lord Smith LLC
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|
Harvey Capital Management Inc
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FL | 579.4 M |
|
Mattern Wealth Management LLC
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KS | 579.0 M |
|
Twele Capital Management Inc
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|
MN | 578.5 M |
|
Oxler Private Wealth LLC
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|
NY | 578.1 M |
|
Sanders Morris LLC
✚
|
TX | 576.1 M |
|
Gross & Hartman Investments LLC
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|
PA | 576.0 M |