RIA Intel›Advisers›Missouri›EPOCH FAMILY WEALTH, LLC

EPOCH FAMILY WEALTH, LLC

Advisory

MO

Data as of Dec 6, 2024 · Source: SEC Form ADV

Average account

$1M

across 9 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Dec 6, 2024.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$0

Non-Discretionary AUM$10M

Discretionary %0%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

BUSINESS OWNER STRATEGIES, INC.

$10M

DITTRICH FINANCIAL GROUP LLC

$10M

SIGNALPOINT CAPITAL MANAGEMENT, LLC

SPRINGFIELD, MO

$10M

WHEELER FINANCIAL PLANNING LLC

ST. CHARLES, MO

$9M

FIRST CLASS CAPITAL LLC

$10M

FIRST CLASS CAPITAL LLC

$10M

Get the full picture on EPOCH FAMILY WEALTH, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EPOCH FAMILY WEALTH, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans