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- Custodian
- SSG
- Clients
- Retail
- Platforms
- Ridge
- Established Date
- 02-24-2017
- Office Locations
- 1
Office Locations
About Epoch Family Wealth
Epoch Family Wealth advises families—often business owners and entrepreneurs—on holistic wealth stewardship and multigenerational legacy planning. The firm integrates financial planning, portfolio construction, tax and retirement considerations, and insurance into a single strategy aligned with family values and continuity. Investment implementation includes ETFs and fixed income (U.S. government and municipal bonds), with an emphasis on preserving both financial and non-financial forms of family capital.
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Owner & Executives
DARYL JOHN TEGTMEIER
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2344045
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,700,000 | -- |
| Total | $9,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,700,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $87,836,666 | 14.8% |
| U.S. Government/Agency | $127,007,071 | 21.4% |
| Municipal Bonds | $99,706,485 | 16.8% |
| Cash | $129,974,525 | 21.9% |
| Corporate - Non-Investment Grade | $148,966,237 | 25.1% |
| Total | $593,490,984 | 100.0% |