Epg Wealth Management LLC
● SEC registered since 2019CRD 302075SEC# 801-116719Atlanta, GA
Reg. AUM
$579.1M
Employees
14
Accounts
1,194
Location
Atlanta, GA
Epg Wealth Management LLC assets under management
Epg Wealth Management LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2019. It reports $579.1 million in regulatory assets under management and employs 14 people.
Epg Wealth Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Curry & Co., LLC Control | Member | 50-75% | 2019 |
| David Griswold Curry Control | Chief Compliance Officer | Under 5% | 2019 |
| Mark Alexander Reffett Control | Principal | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Epg Wealth Management LLC manage?
Epg Wealth Management LLC reports $579.1 million in regulatory assets under management on its Form ADV.
How many employees does Epg Wealth Management LLC have?
Epg Wealth Management LLC reports 14 employees.
Where is Epg Wealth Management LLC located?
Epg Wealth Management LLC is based in Atlanta, GA and has been SEC-registered since 2019.
Does Epg Wealth Management LLC disclose fund performance?
Epg Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 309 East Paces Ferry Rd NE, Ste 900, Atlanta, GA 30305 |
| Phone | 404-809-3680 |
| Fax | 404-809-3678 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1803058 |
| Discloses disciplinary history | No |
Regulatory AUM
$579.1M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$579.1Mregulatory AUM
Discretionary $579.1M