EPIC WEALTH MANAGEMENT LLC

Overview

Epic Wealth Management LLC is an independent, owner-operated registered investment advisor that serves individual and family clients. The firm combines financial planning and portfolio management with insurance brokerage services, offering fee models that include a percentage of assets under management, hourly charges and fixed fees. Epic positions itself as a capital allocator that relies heavily on third‑party managers and pooled vehicles rather than building large, in‑house active equity sleeves. Advisory activity centers on comprehensive planning and tailored portfolios for individuals and small businesses, with additional services that include pension consulting and the selection of outside advisers. Epic is not flagged as an active ESG investor and does not operate as a multi‑state adviser; its business and service mix reflects a boutique practice focused on personalized advice and manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices