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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-31-2019
- Office Locations
- 4
Office Locations
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.
Reported data analysis
What the numbers show
Between December 18, 2025 and March 5, 2026, reported AUM increased 16.9%, from $495.5M to $579.1M.
Across 5 reported observations, AUM increased 24.0% between December 8, 2022 and March 5, 2026, from $467.1M to $579.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 1,194 clients, or 119.4 clients per representative. That equates to $485.0K in reported AUM per client.
The profile lists 4 reported office locations and 7 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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Owner & Executives
David Griswold Curry
Chief Compliance Officer
- CRD
- #4506561
- Ownership
- Less than 5%
Mark Alexander Reffett
PRINCIPAL
- CRD
- #5894110
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Richard Oren Artzi
MANAGING DIRECTOR
- CRD
- #2955145
MATTHEW W CANINE
SENIOR WEALTH STRATEGIST
- CRD
- #4996000
Showing 2 of 10 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
EPG Wealth Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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EPG Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.