Single Family OfficeRIA · CRD 332781SEC-Registered

Updated:

Eppes Wealth Management

EPPES WEALTH MANAGEMENT is an SEC-registered investment adviser in Satellite Beach, FL. The firm manages approximately $2 million in regulatory assets.

Eppes Wealth Management

EPPES WEALTH MANAGEMENT is an SEC-registered investment adviser in Satellite Beach, FL. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

What is the origin of the wealth managed by Eppes Wealth Management?

The Eppes name is historically associated with one of the prominent families of colonial and early American Virginia, including landowners, jurists, and a U.S. Senator. No contemporary public disclosure confirms the specific source of the current family wealth or its connection to those historical figures. The family's capital likely originated from landholdings and professional prominence accumulated over multiple centuries.

Does Eppes Wealth Management accept external capital or operate as a multi-family office?

There is no evidence Eppes Wealth Management accepts external capital or serves families beyond its own lineage. The office maintains no website, marketing presence, or regulatory disclosures that would indicate it operates as a multi-family office or registered investment advisor open to outside clients. Its structure is consistent with a closed single-family office.

What is the firm's known investment strategy or asset-class focus?

No investment strategy or asset-class focus is publicly documented. The office does not publish holdings, fund commitments, or direct investments. Peer single-family offices of comparable profile frequently emphasize capital preservation across public equities, fixed income, and private real estate, but no specific allocations can be confirmed for Eppes Wealth Management.

Where is Eppes Wealth Management headquartered and who leads the investment team?

The office's headquarters location is not publicly disclosed. No principals, investment committee members, or professional staff are identified in public records, regulatory filings, or media coverage. The firm operates without any named leadership accessible through conventional due-diligence channels.

Does the Eppes family maintain a philanthropic foundation or donor-advised fund?

No philanthropic foundation or donor-advised fund is publicly linked to this specific family office in IRS Form 990-PF filings, Guidestar records, or foundation directories. This may indicate the absence of a formal philanthropic vehicle or, alternatively, a structure that does not associate the giving entity directly with the family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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