Epg Wealth Management LLC
EPG Wealth Management LLC is an Atlanta, Georgia-based registered investment adviser founded in 2019. The firm offers wealth management services and customized financial planning, focusing on personalized portfolio management for individuals, high net worth clients, retirement plans, and charitable organizations. EPG operates independently from large proprietary financial institutions and leverages a consortium of experienced investment advisors to serve its clients. As of 2025, the firm employs approximately 12-13 people.
Investment Strategy
EPG Wealth Management's strategy emphasizes designing custom, low-cost portfolios tailored to each client's unique financial goals, risk tolerance, and retirement spending needs. They avoid off-the-shelf solutions, preferring to build individualized investment strategies that generate sufficient cash flow with the least possible risk. Their holistic planning process addresses clients' full financial health, regular communication, and ongoing partnership throughout the investment journey. Their approach is independent, client-centric, and long-term oriented, leveraging both broad market knowledge and in-house portfolio design.
Top Holdings
Equity Positions (308)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.84% | $16.1M | 25,948 | $576.82 | $620.90 | -$2.4M |
N NVDA | NVIDIA CORPORATION | 4.55% | $15.2M | 95,983 | $123.37 | $157.99 | +$5.3M |
A AAPL | APPLE INC | 3.30% | $11.0M | 53,644 | $233.00 | $205.17 | -$4.9M |
I IVW | ISHARES TR | 3.21% | $10.7M | 97,018 | $95.74 | $110.10 | +$1.5M |
V VYM | VANGUARD WHITEHALL FDS | 3.03% | $10.1M | 75,803 | $128.20 | $133.31 | -$262.8K |