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EPIPHANY FINANCIAL COACHING
EPIPHANY FINANCIAL COACHING, LLC
CRD 307859
7500 COLLEGE BLVD., SUITE 500, OVERLAND PARK, KS, 66210, United States
Phone
913-490-4400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.0M
Discretionary AUM
$23.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
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)Publication of periodicalsEducational seminarsCOACHING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $7.5M |
| High net worth individuals | 3 | $15.5M |
All web addresses on file
Official SEC filing: View on IAPD