Egp Wealth Management, LLC

Overview

Egp Wealth Management, LLC is a state registered investment adviser based in North Little Rock, AR, registered since 2018. It reports $49M in assets under management across 176 accounts, with 5 employees. It has 4 investment adviser representatives.

Reported AUM

$49M

Discretionary

17%

Accounts

176

Average account

$278K

Employees

5

Advisory reps

4

Registered since

2018

Jurisdictions

3

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Angela Yvette Frazier Managing Partner CRD 6262219
• Joe Kersey Director of Wealth Management, Chief Compliance Officer CRD 6834463
• Lindsey Leigh Baker Partner CRD 6453478

Advisory reps 3 of 4

• Lindsey Leigh Baker Insurance Agent · Investment Adviser Rep CRD 6453478
• Angela Yvette Frazier Insurance Agent · Investment Adviser Rep CRD 6262219
• Colin F Gorman Insurance Agent · Investment Adviser Rep CRD 4877151

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

611 Main St
North Little Rock, AR 72114

County

Pulaski

Metro area

Little Rock-North Little Rock-Conway, AR

Region

South

Registrations

• State registered
• Registered in 3 jurisdictions
• Website: egpwm.com

Every state, with registration dates

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