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| EPG Wealth Management LLC
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| |
|---|---|
| CRD # | 302075 |
| SEC # | 801-116719 |
| CIK # | 0001803058 |
| AUM | $642.6 MM (2024-03-27) |
| Employees | 12 (100% Investors, 67% Brokers) |
| Phone | 404-809-3680 |
| Address | 309 East Paces Ferry Rd NE Atlanta, GA 30305 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 20.9 | |
| NVDA | 399,550.0 | 15.9 | |
| MSFT | 1,918,222.4 | 10.2 | |
| JPM | 340,169.2 | 6.1 | |
| LLY | 301,789.7 | 5.6 | |
| AMZN | 1,092,997.8 | 5.1 | |
| GOOGL | 1,475,138.5 | 4.7 | |
| RTX | 139,471.0 | 3.9 | |
| PWR | 17,834.3 | 3.9 | |
| AVGO | 201,282.9 | 3.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 636 | 114.3 |
| (b) Individuals (high net worth individuals) | 467 | 353.6 |
| (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 | 7 | 6.1 |
| (h) Charitable organizations | 8 | 8.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,118 | 482.2 |
| By Discretionary | ||
| Discretionary | 1,118 | 482.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,118 | 482.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.5 | |
| United States Persons | 458.8 | |
| Total | 1,118 | 482.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001803058] |
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|---|---|---|
|
Bell Investment Advisors Inc
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|
CA | 0.6 |
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PA | 0.6 |
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CCG Wealth Management LLC
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NJ | 0.6 |
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OH | 0.6 |
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NJ | 0.6 |