AEPG WEALTH STRATEGIES (CRD# 109859) is an SEC-Registered Investment Advisor (RIA), headquartered in Warren, NJ. The SEC approved the firm to operate as an RIA in May 1988. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $890.8 Million, and has discretion over 75% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
AEPG WEALTH STRATEGIES also reported in Mar 2018:
  • 18 employees, with 15 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AEPG WEALTH STRATEGIES has no disclosure events reported to the SEC at this time.

View AEPG WEALTH STRATEGIES's most recent Form ADV filing

AEPG WEALTH STRATEGIES has Notice Filings with the following State Securities Authorities: CA-May 2014, FL-Mar 2002, LA-Sep 2011, MA-Dec 2015, NJ-Mar 2003 , NY-Oct 2004, TX-Mar 2010

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.