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EPG WEALTH MANAGEMENT LLC

ATLANTA, GA · CRD 302075 · IAPD ↗ · eastpacesgroup.com · 404-809-3680

$579.1MRegulatory AUM
10Advisory reps
14Employees
0Clients
51-100Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — EPG WEALTH MANAGEMENT LLC added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — EPG WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($495.5M -> $579.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2025 — EPG WEALTH MANAGEMENT LLC shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — EPG WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($482.2M -> $642.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.