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AEPG Wealth Strategies
AEPG Wealth Strategies was established in 1997. It operates as a wealth manager and registered investment advisor serving high-net-worth individuals and...
Overview
AEPG Wealth Strategies was established in 1997. It operates as a wealth manager and registered investment advisor serving high-net-worth individuals and business entities. The firm lists buyout as a strategy across multiple records. No specific asset-class allocations, named portfolio companies, or co-investors appear in available data. Geographic activity remains limited to the United States. Assets under management stand at $913 million. No additional offices, team size, or adjacent vehicles such as foundations are recorded. No operational events from the last 24 months are documented. The firm sits under parent firm identifier 8910 with no further governance or succession details disclosed.
General information
Firm type
Bank / Wealth / Trust
Year founded
1997
Location
Region
North America
Country
United States
City
Plymouth
Corporate office
5599 San Felipe Suite 900, Plymouth, TX, United States
Frequently asked questions
Who runs investment decisions at AEPG Wealth Strategies?
No named principals or CIO appear in the record.
Does AEPG Wealth Strategies participate in fund commitments or only direct deals?
The record lists buyout strategy but provides no detail on fund commitments versus direct deals.
What investment stages does AEPG Wealth Strategies typically target?
No stage preferences are stated in the available data.
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