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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2012
- Office Locations
- 2
Office Locations
About EPS Wealth Management
EPS Wealth Management is an independent Arizona firm serving individuals and families focused on retirement. The team (including CFP professionals) delivers holistic planning and wealth management—investment planning, income and tax-efficient retirement strategies, Medicare and long-term care planning, and legacy/estate coordination—often pairing portfolios with insurance solutions aimed at guaranteed lifetime income and asset protection. Public filings indicate ETF-heavy SMA allocations and Schwab custody.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
JAMES LEE TEWALT
Founder, Managing Member
- CRD
- #1356114
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTINE CARLTON
President
- CRD
- #4822106
Alex G Miller
--
- CRD
- #2682752
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $794,692,656 | 14.7% |
| Corporate - Investment Grade | $529,795,104 | 9.8% |
| Corporate - Non-Investment Grade | $751,444,076 | 13.9% |
| Equity - OTC | $924,438,395 | 17.1% |
| Public Funds | $729,819,786 | 13.5% |
| Cash | $821,723,018 | 15.2% |
| Municipal Bonds | $464,922,234 | 8.6% |
| Other | $389,237,219 | 7.2% |
| Total | $5,406,072,488 | 100.0% |