EPPES WEALTH MANAGEMENT

EPPES WEALTH MANAGEMENT of SATELLITE BEACH, FL is an SEC-registered investment adviser (CRD 332781). Regulatory assets under management: $1.7M.

Registration

• CRD: 332781
• Type: Registered investment adviser
• Location: 1110 HIGHWAY A1A, SATELLITE BEACH, FL, 32937
• Phone: (321) 209-1391
• Latest filing: 2026-02-02
• Regulatory AUM: $1.7M
• Discretionary AUM: $1.7M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332781 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search