Epg Wealth Management Llc
- Regulatory AUM
- $579M
- Discretionary
- $579M
- Clients
- 1,194
- Avg AUM / client
- $485K
- Accounts
- 1,194
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Investments (13F portfolio — 320 positions, $368,701,069)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $17,002,010 | 26,028 | 4.61% | 2.94% |
| 2 | Nvidia Corporation | COM | $15,316,772 | 87,826 | 4.15% | 2.64% |
| 3 | Apple Inc | COM | $13,665,149 | 53,844 | 3.71% | 2.36% |
| 4 | Vanguard Whitehall Fds | HIGH DIV YLD | $11,255,240 | 75,998 | 3.05% | 1.94% |
| 5 | Vanguard Scottsdale Fds | SHORT TERM TREAS | $10,097,002 | 172,480 | 2.74% | 1.74% |
| 6 | Ishares Tr | S&P 500 GRWT ETF | $9,945,174 | 87,925 | 2.7% | 1.72% |
| 7 | Alphabet Inc | CAP STK CL A | $8,827,818 | 30,699 | 2.39% | 1.52% |
| 8 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $8,146,595 | 127,132 | 2.21% | 1.41% |
| 9 | Microsoft Corp | COM | $8,052,206 | 21,753 | 2.18% | 1.39% |
| 10 | Quanta Svcs Inc | COM | $7,682,686 | 13,993 | 2.08% | 1.33% |
| 11 | Ishares Tr | CORE S&P MCP ETF | $7,485,954 | 110,854 | 2.03% | 1.29% |
| 12 | Invesco Exchange Traded Fd T | S&P SMLCP MOMENT | $6,757,167 | 88,887 | 1.83% | 1.17% |
| 13 | Ishares Tr | RUS 1000 GRW ETF | $6,633,116 | 15,556 | 1.8% | 1.15% |
| 14 | J P Morgan Exchange Traded F | INCOME ETF | $6,157,606 | 133,658 | 1.67% | 1.06% |
| 15 | Jpmorgan Chase & Co | COM | $6,122,456 | 20,813 | 1.66% | 1.06% |
| 16 | Pacer Fds Tr | US CASH COWS 100 | $5,502,719 | 87,959 | 1.49% | 0.95% |
| 17 | Amazon Com Inc | COM | $5,502,023 | 26,418 | 1.49% | 0.95% |
| 18 | Coca Cola Co | COM | $4,415,189 | 58,056 | 1.2% | 0.76% |
| 19 | Eli Lilly & Co | COM | $4,407,251 | 4,792 | 1.2% | 0.76% |
| 20 | Select Sector Spdr Tr | STATE STREET TEC | $4,297,205 | 32,334 | 1.17% | 0.74% |
| 21 | Ishares Inc | CORE MSCI EMKT | $4,202,164 | 60,246 | 1.14% | 0.73% |
| 22 | Broadcom Inc | COM | $3,813,283 | 12,320 | 1.03% | 0.66% |
| 23 | Caterpillar Inc | COM | $3,328,148 | 4,698 | 0.9% | 0.57% |
| 24 | Spdr Gold Tr | GOLD SHS | $3,321,176 | 7,718 | 0.9% | 0.57% |
| 25 | Taiwan Semiconductor Manufac | SPONSORED ADS | $3,195,678 | 9,456 | 0.87% | 0.55% |
Top 25 of 320 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 586 | $96.5M | 16.7% |
| High net worth individuals | 570 | $435M | 75.2% |
| Pension and profit sharing plans | 24 | $16.9M | 2.92% |
| Charitable organizations | 3 | $9.8M | 1.7% |
| Corporations and other businesses | 11 | $20.4M | 3.53% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Griswold Curry | Managing Member | CFP | Jul 2014 (12y) | ≈ 37.5% – 75% via Curry & Co., Llc |
| Mark Alexander Reffett | Managing Member | Aug 2017 (9y) | ≈ 37.5% – 75% via Stratford Capital Llc | |
| Richard Oren Artzi | Registered representative | Jun 2019 (7y) | ||
| Matthew W Canine | Registered representative | Jun 2019 (7y) | ||
| Thomas Eugene James | Registered representative | CFP | Dec 2021 (5y) | |
| David Stuart Jones | Registered representative | CFP | Jan 2023 (4y) | |
| Rodolfo Ernesto Rodriguez | Registered representative | Jan 2023 (4y) | ||
| Kyle Andrew Willemse | Registered representative | Jul 2023 (3y) | ||
| Dylan James Mac Callum | Registered representative | Aug 2025 (1y) | ||
| Danny Lee Moore | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stratford Capital Llc | Member | Apr 2019 | A | 50% – 75% |
| Curry & Co., Llc | Member | Apr 2019 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- David Griswold Curry: 75% – 100% of Curry & Co., Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Mark Alexander Reffett: 75% – 100% of Stratford Capital Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Fidelity Distributors Company Llc $264M (46% of AUM) Mar 2026
- Charles Schwab & Co. $181M (31% of AUM) Mar 2026
- National Financial Services (Fidelity) $122M (21% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $103M (44% of AUM) Sep 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗