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EPIC WEALTH MANAGEMENT LLC
CRD 305682
2 BRIDGE AVENUE, SUITE 633B, RED BANK, NJ, 07701, United States
Phone
1-732-784-6548
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.6M
Discretionary AUM
$13.6M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $8.9M |
All web addresses on file
Official SEC filing: View on IAPD