# EGP Wealth Management, LLC

> EGP Wealth Management, LLC is a state-registered investment advisory firm in North Little Rock, AR, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 298338
- Filed as: EGP WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Little Rock, AR
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298338
- AdvisorCensus page: https://advisorcensus.com/firm/egp-wealth-management-llc-north-little-rock-ar-298338

## Quick answers

**How is EGP Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), EGP Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is EGP Wealth Management, LLC located?**
EGP Wealth Management, LLC's principal office is in North Little Rock, AR, according to its Form ADV.

**Is EGP Wealth Management, LLC registered with the SEC or a state?**
EGP Wealth Management, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298338.

**How much does EGP Wealth Management, LLC manage?**
EGP Wealth Management, LLC reports $48,972,479 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (17% discretionary).

**What types of clients does EGP Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (15); other (11).

**Does EGP Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298338

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $48,972,479
- Discretionary: $8,548,853
- Non-discretionary: $40,423,626

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $15,902,083 |
| High net worth individuals | 15 | $22,808,307 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $3,288,604 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $41,328 |
| Other | 11 | $6,932,157 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (7 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- egpwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EGP Wealth Management, LLC (CRD 298338): Form ADV filing data as of October 2026.