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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EPG WEALTH MANAGEMENT LLC

CRD 302075

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2243840-cd8a-f10e-9328-9f93aafe48d5

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 11
On other graphs: 0
Observed: May 1, 2019 to Mar 5, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $579MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $579M
Private client RAUM: $532MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $57.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 10
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 1,194
Individual clients: 586
High net worth clients: 570
SEC number: 801-116719
CIK: 1803058
CRD: 302075
Filings on the tape: 28
First filed: May 1, 2019
Latest filed: Mar 5, 2026
Organised: Limited Liability Company, GA
Website: eastpacesgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
David Griswold Curry	Certified Financial Planner	ATLANTA, GA	7	24	5	yes
Mark Alexander Reffett	n/a	ATLANTA, GA	7	14	1	yes
Richard Oren Artzi	n/a	ATLANTA, GA	7	28	2	yes
MATTHEW W CANINE	n/a	ATLANTA, GA	7	21	3	yes
Thomas Eugene James	Certified Financial Planner	ATLANTA, GA \| Whitsett, NC	4	21	3	no
DAVID STUART JONES	Certified Financial Planner	ATLANTA, GA	3	24	3	yes
RODOLFO ERNESTO RODRIGUEZ	n/a	Cumming, GA \| ATLANTA, GA	3	25	5	yes
Kyle Andrew Willemse	n/a	ATLANTA, GA	3	11	n/a	no
Dylan James MacCallum	n/a	ATLANTA, GA	1	10	n/a	yes
DANNY LEE MOORE	n/a	Amelia Island, FL \| ATLANTA, GA	1	29	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CURRY & CO., LLC	Member	D	yes	04/2019	May 1, 2019	Dec 6, 2024
Curry, David, Griswold	MANAGING MEMBER	E	yes	07/2014	May 1, 2019	Dec 6, 2024
Curry, David, Griswold	CHIEF COMPLIANCE OFFICER	Na	yes	04/2019	May 1, 2019	Dec 6, 2024
Reffett, Mark, Alexander	MANAGING MEMBER	E	yes	08/2017	May 1, 2019	Dec 6, 2024
STRATFORD CAPITAL LLC	Member	D	yes	04/2019	May 1, 2019	Dec 6, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
AMELIA ISLAND	FL	United States	1	yes
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$579M	$579M	14	10	6	n/a	n/a
2024	Apr 3, 2025	$495M	$495M	13	9	4	n/a	n/a
2023	Mar 27, 2024	$643M	$643M	17	12	5	n/a	n/a
2022	Mar 27, 2023	$482M	$482M	12	12	5	n/a	n/a
2021	Mar 14, 2022	$467M	$467M	12	12	3	n/a	n/a
2020	Mar 22, 2021	$364M	$364M	11	11	2	n/a	n/a
2019	Mar 26, 2020	$256M	$256M	11	9	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$579M	$495M	16.9%	$482M	6.3%	14	13	6	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARKADIOS WEALTH ADVISORS	2	Sep 3, 2024	Sep 3, 2024	ATLANTA, GA	Team lift out	RIA to ibd	16.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ESI FINANCIAL ADVISORS	2	Dec 31, 2022	Jan 10, 2023	SANDY SPRINGS, GA	Team lift out	Ibd to RIA	0.5%
ACG WEALTH INC.	3	Nov 30, 2021	Dec 21, 2021	ATLANTA, GA	Team lift out	RIA to RIA	27.3%
ACG WEALTH INC.	3	Nov 20, 2020	Mar 9, 2020	ATLANTA, GA	Team lift out	RIA to RIA	15.0%

Relationships

Registered with (14)

← DANNY LEE MOOREAdvisorregistration: current employment
Sep 8, 2025 to presentfactForm ADV
← Dylan James MacCallumAdvisorregistration: current employment
Aug 22, 2025 to presentfactForm ADV
← Kyle Andrew WillemseAdvisorregistration: current employment
Jul 13, 2023 to presentfactForm ADV
← RODOLFO ERNESTO RODRIGUEZAdvisorregistration: current employment
Jan 10, 2023 to presentfactForm ADV
← DAVID STUART JONESAdvisorregistration: current employment
Jan 6, 2023 to presentfactForm ADV
← Thomas Eugene JamesAdvisorregistration: current employment
Dec 21, 2021 to presentfactForm ADV
← MATTHEW W CANINEAdvisorregistration: current employment
Jun 18, 2019 to presentfactForm ADV
← Richard Oren ArtziAdvisorregistration: current employment
Jun 11, 2019 to presentfactForm ADV
← David Griswold CurryAdvisorregistration: current employment
Jun 3, 2019 to presentfactForm ADV
← Mark Alexander ReffettAdvisorregistration: current employment
Jun 3, 2019 to presentfactForm ADV
← Mark Alan ThompsonAdvisorregistration: previous registration
Jun 19, 2019 to Oct 9, 2024factForm ADV
← Burwell Spurlock GeigerAdvisorregistration: previous registration
Mar 9, 2020 to Sep 3, 2024factForm ADV
← DAVID MURRAY MCINNISAdvisorregistration: previous registration
Jun 3, 2019 to Sep 3, 2024factForm ADV
← Morgan GeigerAdvisorregistration: previous registration
Aug 13, 2021 to Sep 3, 2024factForm ADV

Controls (4)

← Curry, David, GriswoldOwnerMANAGING MEMBER, ownership code E, individual
May 1, 2019 to Dec 6, 2024factForm ADV
← Reffett, Mark, AlexanderOwnerMANAGING MEMBER, ownership code E, individual
May 1, 2019 to Dec 6, 2024factForm ADV
← CURRY & CO., LLCOwnerMEMBER, ownership code D, domestic entity
May 1, 2019 to Dec 6, 2024factForm ADV
← STRATFORD CAPITAL LLCOwnerMEMBER, ownership code D, domestic entity
May 1, 2019 to Dec 6, 2024factForm ADV

Moved with (3)

→ ARKADIOS WEALTH ADVISORSRegistered adviser2 advisors, team lift out, same day
Sep 3, 2024 to Sep 3, 2024factForm ADV
← ESI FINANCIAL ADVISORSRegistered adviser2 advisors, team lift out, same day
Dec 31, 2022 to Jan 10, 2023factForm ADV
← ACG WEALTH INC.Registered adviser3 advisors, team lift out, same day
Nov 30, 2021 to Dec 21, 2021factForm ADV

Dated events

Occurred
Oct 9, 2024
Advisor changed firm
Mark Alan Thompson left Epg Wealth Management Llc for Arkadios Wealth Advisors (registered 2024-10-09)
Form ADVobserved 6 days ago
Occurred
Sep 3, 2024
Team lift-out
2 advisors left Epg Wealth Management LLC (Acworth, GA) for Arkadios Wealth Advisors on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Sep 3, 2024
Advisor changed firm
Morgan Geiger left Epg Wealth Management Llc for Arkadios Wealth Advisors (registered 2024-09-03)
Form ADVobserved 6 days ago
Occurred
Sep 3, 2024
Advisor changed firm
David Murray Mcinnis left Epg Wealth Management Llc for Lpl Financial Llc (registered 2024-09-05)
Form ADVobserved 6 days ago
Occurred
Sep 3, 2024
Advisor changed firm
Burwell Spurlock Geiger left Epg Wealth Management Llc for Arkadios Wealth Advisors (registered 2024-09-03)
Form ADVobserved 6 days ago
Occurred
Apr 30, 2024
Control person left
Murray David Mcinnis (Managing Member) no longer on Schedule A of Epg Wealth Management Llc (listed 2024-03-27, absent 2024-04-30)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Regulatory AUM changed
Epg Wealth Management Llc reported RAUM $642.6M, up 33% from $482.2M (2024-01-02 to 2024-03-27)
Form ADVobserved 6 days ago
$160M
Occurred
Dec 31, 2022
Team lift-out
2 advisors left Esi Financial Advisors (Sandy Springs, GA) for Epg Wealth Management LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Mar 14, 2022
Regulatory AUM changed
Epg Wealth Management Llc reported RAUM $467.1M, up 28% from $364.4M (2021-11-17 to 2022-03-14)
Form ADVobserved 6 days ago
$103M
Occurred
Mar 22, 2021
Regulatory AUM changed
Epg Wealth Management Llc reported RAUM $364.4M, up 42% from $256.1M (2021-01-19 to 2021-03-22)
Form ADVobserved 6 days ago
$108M
Occurred
May 1, 2019
First Form ADV filing
Epg Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a2243840-cd8a-f10e-9328-9f93aafe48d5
First observed: May 1, 2019
Last observed: Mar 5, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EPG WEALTH MANAGEMENT LLC

CRD 302075

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2243840-cd8a-f10e-9328-9f93aafe48d5

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:46 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

David Griswold Curry

Certified Financial Planner

ATLANTA, GA

yes

Mark Alexander Reffett

n/a

ATLANTA, GA

yes

Richard Oren Artzi

n/a

ATLANTA, GA

yes

MATTHEW W CANINE

n/a

ATLANTA, GA

yes

Thomas Eugene James

Certified Financial Planner

ATLANTA, GA | Whitsett, NC

DAVID STUART JONES

Certified Financial Planner

ATLANTA, GA

yes

RODOLFO ERNESTO RODRIGUEZ

n/a

Cumming, GA | ATLANTA, GA

yes

Kyle Andrew Willemse

n/a

ATLANTA, GA

n/a

Dylan James MacCallum

n/a

ATLANTA, GA

n/a

yes

DANNY LEE MOORE

n/a

Amelia Island, FL | ATLANTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CURRY & CO., LLC

Member

yes

04/2019

May 1, 2019

Dec 6, 2024

Curry, David, Griswold

MANAGING MEMBER

yes

07/2014

May 1, 2019

Dec 6, 2024

Curry, David, Griswold

CHIEF COMPLIANCE OFFICER

yes

04/2019

May 1, 2019

Dec 6, 2024

Reffett, Mark, Alexander

MANAGING MEMBER

yes

08/2017

May 1, 2019

Dec 6, 2024

STRATFORD CAPITAL LLC

Member

yes

04/2019

May 1, 2019

Dec 6, 2024

City

State

Country

Employees

Also broker-dealer

AMELIA ISLAND

United States

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$579M

n/a

2024

Apr 3, 2025

$495M

n/a

2023

Mar 27, 2024

$643M

n/a

2022

Mar 27, 2023

$482M

n/a

2021

Mar 14, 2022

$467M

n/a

2020

Mar 22, 2021

$364M

n/a

2019

Mar 26, 2020

$256M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$579M

$495M

16.9%

$482M

6.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARKADIOS WEALTH ADVISORS

Sep 3, 2024

ATLANTA, GA

Team lift out

RIA to ibd

16.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ESI FINANCIAL ADVISORS

Dec 31, 2022

Jan 10, 2023

SANDY SPRINGS, GA

Team lift out

Ibd to RIA

0.5%

ACG WEALTH INC.

Nov 30, 2021

Dec 21, 2021

ATLANTA, GA

Team lift out

RIA to RIA

27.3%

ACG WEALTH INC.

Nov 20, 2020

Mar 9, 2020

ATLANTA, GA

Team lift out

RIA to RIA

15.0%