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Eppes Wealth Management
EPPES WEALTH MANAGEMENT is a state-registered investment adviser in Satellite Beach, FL. The firm manages approximately $2 million in regulatory assets.
Overview
EPPES WEALTH MANAGEMENT is a state-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
RIA
Location
Region
North America
Country
United States
Frequently asked questions
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.
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