$579.1M Total AUM
$579.1M Disc. AUM
7.0% 3Y CAGR
14 Employees
1,194 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-31-2019
- Office Locations
- 4
Office Locations
309 East Paces Ferry RD NE STE 900 Atlanta GA
-- Amelia Island FL
-- Cumming GA
About EPG Wealth Management LLC
EPG Wealth Management (The East Paces Group) is an independent Atlanta-based wealth manager focused on financial planning and retirement strategy. The team builds customized, low-cost portfolios designed to support retirement cash-flow needs while managing risk, and emphasizes an ongoing client relationship. Often featured in major financial media, and typically custodies at firms such as Schwab and Fidelity.
Team overview
53 AVG AGE
$57.9M AVG AUM / ADVISOR
$485.0K AVG AUM / CLIENT
5 yrs AVG TENURE
14 Employees
10 Advisory Reps
10 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Crest frontier Prime focus Delta beacon Delta Fusion
Custodian
Pathway element Crest Alpha glacier Element pathway Glacier
Investment Themes
Glacier Pioneer Glacier
Investment Vehicles
Eagle
Platform
Legacy north Harbor
Services
Legacy zenith Atlas Element Ember Frontier horizon
Owner & Executives
David Griswold Curry
Chief Compliance Officer
- CRD
- #4506561
- Ownership
- Less than 5%
(710) 849-5765
meridian.optima@catalystcapital.com
in linkedin.com/in/alpha-horizon
M
Mark Alexander Reffett
PRINCIPAL
- CRD
- #5894110
- Ownership
- Less than 5%
(357) 553-6174
vertex.pioneer@vectorcapital.com
in linkedin.com/in/optima-oak
Showing 2 of 2 owners & executives
Unlock allContacts
Richard Oren Artzi
--
- CRD
- #2955145
(877) 939-2316
insight.foundation@peakcapital.com
in linkedin.com/in/oak-radial
M
MATTHEW W CANINE
--
- CRD
- #4996000
(827) 438-5432
radial.wave@summitcapital.com
in linkedin.com/in/element-pathway
C
Catalyst ember
Quantum capital horizon
- CRD
- #86616
(845) 436-8016
optima.fusion@deltacapital.com
in linkedin.com/in/delta-harbor
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $579,086,058 | $484,997 |
| Non-Discretionary | $0 | -- |
| Total | $579,086,058 | $484,997 |
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Separately Managed Accounts
Total SMA Asset: $579,086,058
Equity - Exchange:
21.8% Public Funds:
6.0% Cash:
11.8% Corporate - Investment Grade:
21.3% Equity - OTC:
24.8% Municipal Bonds:
14.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,656,080,631 | 21.8% |
| Public Funds | $455,802,009 | 6.0% |
| Cash | $896,410,617 | 11.8% |
| Corporate - Investment Grade | $1,618,097,131 | 21.3% |
| Equity - OTC | $1,883,981,636 | 24.8% |
| Municipal Bonds | $1,086,328,120 | 14.3% |
| Total | $7,596,700,144 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH DELTA HORIZON | ALPHA BEACON | YMRCCO89Z | CSNV | 3.07% | $64,301,728 |
| PIONEER SIGNAL | PATHWAY RADIAL | IPDOKRJJG | DNELS | 2.76% | $13,150,381 |
| BRIDGE MOMENTUM | CREST NORTH | GH9ND5HQS | EVTER | 11.53% | $22,932,154 |
| OAK DELTA | LEGACY FOUNDATION | VJ71I40BQ | XLB | 10.29% | $57,608,968 |
| PATHWAY CREST | BRIDGE FOUNDATION | YBV0CWSCP | VES | 11.31% | $72,791,469 |
| ALPHA UNISON WAVE | DELTA MOMENTUM | ME55NV6UG | OOWBD | 6.41% | $22,261,366 |
| VALUE VERTEX ELEMENT | NORTH PEAK | VVUPOXJ63 | MZRGD | 6.01% | $32,256,468 |
| RADIAL CREST | EAGLE TIMBER | XOR2XXEXE | QDC | 8.92% | $108,874,256 |