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| Happy Holidays!! thanks for using AUM13F!! |
| EPG Wealth Management LLC
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| CRD # | 302075 |
| SEC # | 801-116719 |
| CIK # | 0001803058 |
| AUM | $495.5 M (2025-04-03) |
| Employees | 13 (69% Investors, 46% Brokers) |
| Phone | 404-809-3680 |
| Address | 309 East Paces Ferry Rd NE Atlanta, GA 30305 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.2 | ||
| Apple Inc | 11.0 | ||
| Microsoft Corp | 7.8 | ||
| J P Morgan Chase & Co | 6.1 | ||
| Quanta Services Inc | 5.5 | ||
| Amazon Com Inc | 4.2 | ||
| Alphabet Inc | 4.1 | ||
| Lilly Eli & Co | 3.8 | ||
| Coca Cola Co | 3.8 | ||
| Broadcom Inc | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 579 | 98.5 |
| (b) Individuals (high net worth individuals) | 491 | 356.0 |
| (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 | 32 | 15.2 |
| (h) Charitable organizations | 5 | 9.0 |
| (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 | 7 | 16.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,114 | 495.5 |
| By Discretionary | ||
| Discretionary | 1,114 | 495.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,114 | 495.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 22.8 | |
| United States Persons | 472.7 | |
| Total | 1,114 | 495.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803058] |
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|---|---|---|
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Andrews Lucia Wealth Management LLC
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CA | 0.5 |
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UT | 0.5 |
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Broadleaf Partners LLC
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CA | 0.5 |
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AL | 0.5 |