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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-16-2018
- Office Locations
- 2
Office Locations
About EGP Wealth Management, LLC
EGP Wealth Management is an Arkansas CPA-led RIA delivering integrated tax and wealth advisory for families and business owners, tying tax strategy to financial planning, retirement, estate planning, and cash-flow decisions. The team builds risk-aware portfolios and tax-efficient plans; one advisor brings perspective from interviewing financial media personalities on the Sounds Like Money Show. Custody includes Schwab and LPL.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
LINDSEY LEIGH BAKER
Partner
- CRD
- #6453478
- Ownership
- 25% but less than 50%
ANGELA YVETTE FRAZIER
Advisor, Managing Partner
- CRD
- #6262219
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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COLIN FLINN GORMAN
Partner
- CRD
- #4877151
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,548,853 | -- |
| Non-Discretionary | $40,423,626 | -- |
| Total | $48,972,479 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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