CRD: 332781
Eppes Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-03-2024
- Office Locations
- 1
Office Locations
About Eppes Wealth Management
Eppes Wealth Management (EWM) is an independent, fee-only fiduciary RIA in Satellite Beach, FL providing project-based financial plans and ongoing private wealth management (planning plus discretionary portfolio management). It serves savers, busy professionals nearing retirement, and retirees, with an evidence-based approach emphasizing tax efficiency, low costs, and disciplined rebalancing and spending strategy. Clients can access accounts via Charles Schwab and planning through RightCapital.
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Owner & Executives
James Norris Eppes
Chief Compliance Officer, Manager, Owner
- CRD
- #7967347
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,666,895 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,666,895 | -- |
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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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