RA
Richard O. Artzi
EPG WEALTH MANAGEMENT LLC
Atlanta, GA 30305
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CRD#: 2955145
RA
Professional summary
Richard Oren Artzi, who also goes by Rich Artzi, is a registered financial advisor currently at EPG WEALTH MANAGEMENT LLC located in Atlanta, Georgia and ARKADIOS CAPITAL located in Atlanta, Georgia.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Richard has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rich Artzi
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. ACG WEALTH, INC., Is Investment Related, 3333 PIEDMONT ROAD NE, STE 2010, Atlanta, GA, 30305, United States, RIA-Advisory, Financial Advisor, 3/1/2017, 160 hours per month, 10 hours per month during trading hours, Fee Based Compensation, Managing Partner 2. ROA FINANCIAL SERVICES, LLC, 1500 BAKERS GLEN DR., ATLANTA, GA 30350, NON-INVESTMENT RELATED, QUARTERLY PAYROLL TO MYSELF DONE BY CPA & PAYCHEX, PRESIDENT SINCE 3/2012, 0HRS/MONTH. 3. G&R PARTNERS, LLC, Investment Related. , Investment Introductions to a private equity fund, general partner since 3/2016, One hour per month during non-trading hours. Duties: Due Diligence of Investment Funds and Capital Raising Activities for the fund. 4. Arke Capital, LLC 7665 Treeridge Ct., Atlanta, GA 30350, Investment related, Nature of business: Private Equity, Real Estate, Partner started 5/17/19, 1 hour per month outside of securities trading hours, Duties: Meeting and conducting due diligence on potential investments in private co's & Real Estate. 5. Self Directed IRA through Advanta IRA,Is Investment Related, 1455 Lincoln Parkway, Suite 520, Atlanta, GA, 30346, United States, Private Investments through a self-directed IRA, Self Directed IRA, 2/14/2023, 0 hours per month, 0 hours per month during trading hours, No Compensation Compensation, I invested via my self-directed IRA. The other OBA's are also held within this same Self-Directed IRA with Advanta 6. East Paces Group, Is Investment Related, 309 East Paces Ferry Road NE, Suite 900, Atlanta, GA, 30305, United States, Financial Services, Financial Advisor, 1/1/2018, 200 hours per month, 140 hours per month during trading hours, Other Compensation, Working with clients and helping them with their financial plans and investment management. EPG is a hybrid model that charges either commissions or management fees, depending on the client and their needs.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Oren Artzi's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 11, 2019 - Present
EPG WEALTH MANAGEMENT LLC
Office #1: 309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305RIA
CRD#: 302075
Atlanta, GA
Current
January 23, 2017 - Present
ARKADIOS CAPITAL
Office #1: 309 East Paces Ferry Road Suite 900, Atlanta, GA 30305BD
CRD#: 282710
Atlanta, GA
Past
April 11, 2012 - November 30, 2021
ACG WEALTH INC.
RIA
CRD#: 150419
Atlanta, GA
Past
April 3, 2012 - January 23, 2017
TRIAD ADVISORS LLC
BD
CRD#: 25803
ATLANTA, GA
Past
February 5, 2003 - April 2, 2012
CUNA BROKERAGE SERVICES, INC.
RIA
CRD#: 13941
MARIETTA, GA
Past
August 7, 2002 - April 2, 2012
CUNA BROKERAGE SERVICES, INC.
BD
CRD#: 13941
MARIETTA, GA
Past
April 26, 2001 - July 11, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
April 26, 2001 - July 11, 2002
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
July 11, 2000 - October 26, 2000
INCAP SECURITIES, INC.
BD
CRD#: 25401
BALTIMORE, MD
Past
November 28, 1997 - November 23, 1999
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EPG WEALTH MANAGEMENT LLC
EAST PACES GROUP | KINSHIP WEALTH PARTNERS | EPG WEALTH MANAGEMENT LLC
CRD#: 302075 / SEC#: 801-116719
RIA
Registered Investment Advisory firm - (5/31/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/20/2017)
RR
California(9/4/2020)
RR
Florida(1/23/2017)
IAR
Florida(9/26/2022)
RR
Georgia(1/23/2017)
IAR
Georgia(6/20/2019)
RR
Kentucky(1/23/2017)
RR
Minnesota(3/19/2021)
RR
Oklahoma(1/3/2023)
RR
South Carolina(1/23/2017)
RR
Tennessee(1/3/2023)
RR
Texas(2/22/2017)
IAR
Texas(6/11/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EW
EPG WEALTH MANAGEMENT LLC
EAST PACES GROUP | KINSHIP WEALTH PARTNERS | EPG WEALTH MANAGEMENT LLC
CRD#: 302075 / SEC#: 801-116719
RIA
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Contact information
Main Address
309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305
Mailing Address
Phone number
(404) 809-3680
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,114 |
| AUM (Assets Under Management) | $ 495,489,968 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
