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Epg Wealth Management LLC CRD 302075
$579M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-02-22 |
| LA | RA | APPROVED | 2021-01-19 |
| AL | RA | APPROVED | 2019-06-28 |
| TX | RA | APPROVED | 2019-06-07 |
| GA | RA | APPROVED | 2019-06-03 |
Branch Locations
309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 06/2013 | 03/2017 |
| Acg Wealth | Atlanta | GA | 06/2013 | 03/2021 |
| Arkadios Capital | Atlanta | GA | 03/2017 | Present |
| Epg Wealth Management Llc | Atlanta | GA | 04/2019 | Present |
1) Stratford Capital LLC, NOT INVESTMENT RELATED; 3333 PIEDMONT RD, SUITE 2010, ATLANTA,GA 30305;PASS THROUGH, DBA; OWNER SINCE 8/9/2018, 0 HRS/MONTH NOT DURING SECURITIES TRADING HOURS. 2) RCM Capital LLC, 3400 Stratford Road NE, #3406, Atlanta GA, Non-Investment related, DBA, Management started June 15, 2018, 0 HRS/Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-16 |
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