Essential Wealth Management Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,030,000
Clients
30
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
HighAverage account size
$67,667
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
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
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 location
Essential Wealth Management Group, LLC
Austell GA, United States
Number of offices
1
Most active in
Essential Wealth Management Group, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")