Essential Wealth Management Group, LLC
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About
Essential Wealth Management Group is an independent investment management firm that provides discretionary portfolio management and portfolio construction for individual clients and corporate institutions. Its advisory services cover exchange-listed and over-the-counter equities, mutual funds, ETFs, and an Active Trading Program that employs options strategies.
The firm uses fundamental analysis as the primary method for traditional accounts, pursuing long-term growth (buy-and-hold) strategies supplemented by short-term purchases and moderate trading, with account reviews conducted at least quarterly. The Active Trading Program is governed by technical analysis and multiple aggressive tactics—including short-term trading, short sales, and advanced option-writing—which the brochure notes carry elevated risks and may not be suitable for all clients.
Distinctive features include the firm’s explicitly documented Active Trading Program that evolved from SPY-focused trades into multiple aggressive strategies and its formal Code of Ethics and supervisory procedures to monitor potential conflicts and personal trading. The brochure also highlights the firm’s practice of recommending a specific custodian to streamline operations and its hiring standards for representatives (a four-year degree and relevant experience), along with noted involvement in local business organizations.
Client services
Expertise
Fee options
$0 - $250,000: 2% annually $250,000+: 1% annually
Account minimum: : The brochure does not explicitly state a minimum account size required to become a client; therefore, this field is null.
Main office
Austell GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Essential Wealth Management · Essential Wealth Management Group, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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