EPG WEALTH MANAGEMENT LLC
SEC RegisteredWe change the way people approach life & retirement.
About the firm
The East Paces Group is a consortium of accomplished investment advisors bringing talents from many different disciplines, with 115 years of combined experience. Independent of large proprietary banks or financial institutions, they create customized low-cost portfolios designed to generate the cash flow required to maintain clients' retirement spending goals with the least amount of risk.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized portfolio design, financial planning, and investment strategies focused on co-aligning measurable goals with retirement spending needs; services include clarifying financial vision, creating a financial roadmap, customizing portfolios based on risk tolerance and timeframe, and cultivating ongoing client relationships.
Who they serve
Clients approaching retirement, business owners looking to sell, and individuals seeking financial freedom and retirement income planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 586 | $96M |
| High Net Worth Individuals | 570 | $435M |
| Charitable Organizations | 24 | $17M |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Advisor Managed: $0-$500,000 | 1.50% |
| Advisor Managed: $500,001-$2,500,000 | 1.25% |
| Advisor Managed: $2,500,001-$4,000,000 | 1.00% |
| Advisor Managed: $4,000,001+ | 0.75% |
| Third Party Manager: Up to $1,000,000 | 1.25% |
| Third Party Manager: $1,000,000+ | 1.00% |
| ERISA 3(38) Brinker: Up to $2,500,000 | 1.35% |
| ERISA 3(38) Brinker: $2,500,001-$5,000,000 | 1.15% |
| ERISA 3(38) Brinker: $5,000,001-$7,000,000 | 0.95% |
| ERISA 3(38) Brinker: Over $7,000,000 | 0.75% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EPG WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.