| 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 |
Epg Wealth Management LLC reports $495.5 million in regulatory assets under management on its Form ADV.
Epg Wealth Management LLC reports 13 employees.
Epg Wealth Management LLC is based in Atlanta, GA and has been SEC-registered since 2019.
Epg Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $495.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $495.5M |