EPG WEALTH MANAGEMENT LLC
CRD #302075 SEC #801-116719 ATLANTA, GA 404-809-3680
SEC Registered
Total AUM
$495.5M
Discretionary
$495.5M
Employees
13
Clients
51
Accounts
1,114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $495.5M | $495.5M | $0 | 13 | 0 |
| Apr 2025 | $495.5M | $495.5M | $0 | 13 | 0 |
| Mar 2025 | $495.5M | $495.5M | $0 | 13 | 0 |
| Dec 2024 | $642.6M | $642.6M | $0 | 17 | 0 |
| Apr 2024 | $642.6M | $642.6M | $0 | 17 | 0 |
| Mar 2024 | $642.6M | $642.6M | $0 | 17 | 0 |
| Jan 2024 | $482.2M | $482.2M | $0 | 12 | 0 |
| May 2023 | $482.2M | $482.2M | $0 | 12 | 0 |
| Mar 2023 | $482.2M | $482.2M | $0 | 12 | 0 |
| Dec 2022 | $467.1M | $467.1M | $0 | 12 | 0 |
| Aug 2022 | $467.1M | $467.1M | $0 | 12 | 0 |
| Jun 2022 | $467.1M | $467.1M | $0 | 12 | 0 |
| Mar 2022 | $467.1M | $467.1M | $0 | 12 | 0 |
| Nov 2021 | $364.4M | $364.4M | $0 | 11 | 0 |
| Apr 2021 | $364.4M | $364.4M | $0 | 11 | 0 |
| Mar 2021 | $364.4M | $364.4M | $0 | 11 | 0 |
| Jan 2021 | $256.1M | $256.1M | $0 | 11 | 0 |
| Jan 2021 | $256.1M | $256.1M | $0 | 11 | 0 |
| Sep 2020 | $256.1M | $256.1M | $0 | 11 | 0 |
| Jun 2020 | $256.1M | $256.1M | $0 | 11 | 0 |
| Mar 2020 | $256.1M | $256.1M | $0 | 11 | 0 |
| Sep 2019 | $234.1M | $234.1M | $0 | 9 | 0 |
DateDec 2025
Total AUM$495.5M
Discretionary$495.5M
Non-Disc.$0
Employees13
Clients0
DateApr 2025
Total AUM$495.5M
Discretionary$495.5M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$495.5M
Discretionary$495.5M
Non-Disc.$0
Employees13
Clients0
DateDec 2024
Total AUM$642.6M
Discretionary$642.6M
Non-Disc.$0
Employees17
Clients0
DateApr 2024
Total AUM$642.6M
Discretionary$642.6M
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$642.6M
Discretionary$642.6M
Non-Disc.$0
Employees17
Clients0
DateJan 2024
Total AUM$482.2M
Discretionary$482.2M
Non-Disc.$0
Employees12
Clients0
DateMay 2023
Total AUM$482.2M
Discretionary$482.2M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$482.2M
Discretionary$482.2M
Non-Disc.$0
Employees12
Clients0
DateDec 2022
Total AUM$467.1M
Discretionary$467.1M
Non-Disc.$0
Employees12
Clients0
DateAug 2022
Total AUM$467.1M
Discretionary$467.1M
Non-Disc.$0
Employees12
Clients0
DateJun 2022
Total AUM$467.1M
Discretionary$467.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$467.1M
Discretionary$467.1M
Non-Disc.$0
Employees12
Clients0
DateNov 2021
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees11
Clients0
DateApr 2021
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees11
Clients0
DateJan 2021
Total AUM$256.1M
Discretionary$256.1M
Non-Disc.$0
Employees11
Clients0
DateJan 2021
Total AUM$256.1M
Discretionary$256.1M
Non-Disc.$0
Employees11
Clients0
DateSep 2020
Total AUM$256.1M
Discretionary$256.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$256.1M
Discretionary$256.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$256.1M
Discretionary$256.1M
Non-Disc.$0
Employees11
Clients0
DateSep 2019
Total AUM$234.1M
Discretionary$234.1M
Non-Disc.$0
Employees9
Clients0