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EPIC WEALTH MANAGEMENT, LLC
CRD 297643 · SEC 801-113589
7406 N CLASSEN BLVD, OKLAHOMA CITY, OK, 73116, United States
Phone
405-257-0301
Fax
405-416-5242
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.8M
Discretionary AUM
$120.8M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $34.4M |
| High net worth individuals | 38 | $83.3M |
| Corporations/business entities | 5 | $3.1M |
States served
AL, LA, OK, TX
All web addresses on file
Official SEC filing: View on IAPD