RIA Intel›Advisers›Florida›EPPES WEALTH MANAGEMENT, LLC

EPPES WEALTH MANAGEMENT, LLC

Advisory

SATELLITE BEACH, FL

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in FL

#2,474

of 2,610 advisers by AUM

Average account

$76K

across 22 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, SC

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

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

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

CARTICA MANAGEMENT, LLC

$2M

GROW PLANNING, LLC

$2M

$2M

STERLING FINANCIAL ASSET MANAGEMENT, INC.

$2M

WEALTH WARDEN LLC

$2M

AVANT CAPITAL MANAGEMENT II, LLC

$2M

Get the full picture on EPPES WEALTH MANAGEMENT, LLC

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

Create a free account →See plans