# Eppes Wealth Management

> Eppes Wealth Management is a state-registered investment advisory firm in Satellite Beach, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 332781
- Filed as: EPPES WEALTH MANAGEMENT
- Legal name: Eppes Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Satellite Beach, FL
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332781
- AdvisorCensus page: https://advisorcensus.com/firm/eppes-wealth-management-satellite-beach-fl-332781

## Quick answers

**How is Eppes Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Eppes Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Eppes Wealth Management located?**
Eppes Wealth Management's principal office is in Satellite Beach, FL, according to its Form ADV.

**Is Eppes Wealth Management registered with the SEC or a state?**
Eppes Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332781.

**How much does Eppes Wealth Management manage?**
Eppes Wealth Management reports $1,666,895 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**What types of clients does Eppes Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Eppes Wealth Management 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/332781

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,666,895
- Discretionary: $1,666,895
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,127,716 |
| High net worth individuals | Fewer than 5 | $539,179 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eppes Wealth Management (CRD 332781): Form ADV filing data as of October 2026.