# EPG WEALTH MANAGEMENT LLC

EPG WEALTH MANAGEMENT LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 302075
- Type: SEC-registered investment adviser
- SEC file number: 801-116719
- Location: 309 EAST PACES FERRY RD NE, STE 900, ATLANTA, GA, 30305
- Phone: 404-809-3680
- Latest filing: 2026-03-05
- Regulatory AUM: $579.1M
- Discretionary AUM: $579.1M
- Clients: 14
- Accounts: 1,194

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| David Griswold Curry | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Mark Alexander Reffett | MANAGING MEMBER; PRINCIPAL | — |
| Reffett Mark Alexander | MANAGING MEMBER | — |
| MCINNIS DAVID MURRAY | MANAGING MEMBER | — |
| Curry David Griswold | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |


## Branch offices (11)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 404-667-4242 |
| — | — | 1 | 770-512-5192 |
| — | — | 1 | 336-558-6303 |
| — | — | 1 | 770-512-5172 |
| — | — | 1 | 678-662-7728 |
| ATLANTA | GA | 1 | 678-296-3759 |
| — | — | 1 | 770-512-5192 |
| — | — | 1 | 336-558-6303 |
| — | — | 1 | 770-512-5172 |
| — | — | 1 | 678-662-7728 |
| ATLANTA | GA | 1 | 678-296-3759 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/302075/brochure
- Similar advisers: https://search.stillhousedata.com/firm/302075/similar
- Related entities: https://search.stillhousedata.com/firm/302075/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/302075

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.