# EPG Wealth Management LLC

> EPG Wealth Management LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 302075
- Filed as: EPG WEALTH MANAGEMENT LLC
- Also doing business as: EAST PACES GROUP, KINSHIP WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/302075
- AdvisorCensus page: https://advisorcensus.com/firm/epg-wealth-management-llc-atlanta-ga-302075

## Quick answers

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

**Where is EPG Wealth Management LLC located?**
EPG Wealth Management LLC's principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is EPG Wealth Management LLC registered with the SEC or a state?**
EPG Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 302075.

**How much does EPG Wealth Management LLC manage?**
EPG Wealth Management LLC reports $579,086,058 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have EPG Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for EPG Wealth Management LLC: Regulatory assets under management: $364,408,387 in the October 2021 data and $579,086,058 in the October 2026 data, up 59%. Total employees: 11 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does EPG Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (586); high net worth individuals (570); pension and profit sharing plans (but not the plan participants or government pension plans) (24).

**Which custodians does EPG Wealth Management LLC use?**
EPG Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Distributors Company LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does EPG 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 SEC record: https://adviserinfo.sec.gov/firm/summary/302075

**What changed in EPG Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 10. Regulatory assets under management went from $495,489,968 to $579,086,058 (+17%). Added an office in Atlanta, GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $579,086,058
- Discretionary: $579,086,058
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 586 | $96,499,379 |
| High net worth individuals | 570 | $435,383,584 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $16,935,141 |
| Charitable organizations | 3 | $9,839,545 |
| Corporations or other businesses not listed above | 11 | $20,428,409 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 14 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CO, FL, GA, LA, NC, NE, NY, OR, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Atlanta, GA

### Websites listed on Form ADV (Item 1.I)
- eastpacesgroup.com
- kinshipwealthpartners.com
- Facebook @KinshipWealthPartners
- Instagram @kinshipwealthpartners
- LinkedIn @east-paces-group
- LinkedIn @kinship-wealth-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $364,408,387 | 11 | April 9, 2021 |
| October 2022 | $467,088,062 | 12 | August 18, 2022 |
| October 2023 | $482,227,626 | 12 | May 19, 2023 |
| October 2024 | $642,643,943 | 17 | April 30, 2024 |
| October 2025 | $495,489,968 | 13 | April 3, 2025 |
| October 2026 | $579,086,058 | 14 | March 5, 2026 |

Regulatory assets under management: $364,408,387 in the October 2021 data and $579,086,058 in the October 2026 data, up 59%.
Total employees: 11 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 10.
- Regulatory assets under management went from $495,489,968 to $579,086,058 (+17%).
- Added an office in Atlanta, GA.

### January 2026
- No longer registered or notice-filed in CA, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EPG Wealth Management LLC (CRD 302075): Form ADV filing data as of October 2026.