Overview
Assets Under Management: $121 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 38
Average Client Assets: $2.2 million
Frequently Asked Questions
EPIC WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297643), EPIC WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EPIC WEALTH MANAGEMENT, LLC is headquartered in OKLAHOMA CITY, OK.
EPIC WEALTH MANAGEMENT, LLC serves 38 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, EPIC WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
EPIC WEALTH MANAGEMENT, LLC manages $121 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, EPIC WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.96%
Average Client Assets: $2.2 million
Total Client Accounts: 406
Discretionary Accounts: 406
Regulatory Filings
CRD Number: 297643
Filing ID: 2072750
Last Filing Date: 2026-03-13 16:01:16