EPIC WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2018

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 fee-based wealth manager organized as an LLC and registered with the SEC in 2018. The firm acts as a capital allocator and provides discretionary portfolio management to both individual and institutional clients. Its advisory remit includes direct portfolio management for individuals, small businesses and institutions, and the selection and oversight of third-party advisers when external manager solutions are used. Investment activity tilts toward pooled public funds: mutual funds and similar vehicles form the largest single sleeve of client portfolios. Epic is not flagged as an active ESG investor and does not operate as a multi-state adviser. The firm leverages its ability to select other advisers to access specialty strategies and to implement client-specific allocations, particularly when credit or alternative exposure is required.