Epg Wealth Management LLC
Epg Wealth Management LLC is an SEC-registered mass-market adviser in Atlanta, GA with $579.1M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Epg Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 302075, SEC 801-116719, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $579.1M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Location
- Atlanta, GA
- Employees
- 14
- Clients
- 1,194
- CRD
- 302075
- Ownership
- MCINNIS CAPITAL GROUP, LLC; Curry, David, Griswold; STRATFORD CAPITAL LLC; CURRY & CO., LLC; MCINNIS, DAVID, MURRAY
How much AUM does Epg Wealth Management LLC have?
Epg Wealth Management LLC reported $579.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Epg Wealth Management LLC?
Disclosed owners and executives of Epg Wealth Management LLC include MCINNIS CAPITAL GROUP, LLC, Curry, David, Griswold, STRATFORD CAPITAL LLC, CURRY & CO., LLC, MCINNIS, DAVID, MURRAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.