Epic Wealth Management, LLC

RIASEC Registered

Total AUM

$121M

Discretionary

$121M

100% of AUM

Avg account

$298K

Accounts

406

Employees

Advisory reps

Firm details

Headquarters: Oklahoma City, Oklahoma
CRD number: 297643
Registered since: July 12, 2018
Website: www.epicwmg.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM
Client types: HNWI68.96%
Individuals28.45%
Corporations / Businesses2.6%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Epic Wealth Management, LLC is a limited liability company that operates as an SEC-registered investment adviser (registered in 2018). The firm serves both individual and family clients as well as institutional/business clients, charging advisory fees as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals, small businesses and institutions, and it also performs manager selection, indicating it acts as a capital allocator that uses outside managers where appropriate. The firm does not identify as an active ESG investor.