EPIPHANY WEALTH MANAGEMENT

Overview

Epiphany Wealth Management is an independent, individually owned registered investment adviser organized as a limited liability company that serves individuals and families. The firm focuses on financial planning and portfolio management for individual and small-business clients and charges a mix of percentage-of-AUM fees, hourly charges and fixed fees. Epiphany is not positioned as a capital allocator or multi-state pension consultant, nor does it identify as an active ESG investor. Investment activity is concentrated in publicly traded equities and exchange-traded products, reflecting a clear equity preference. Within that equity sleeve the firm appears to favor liquid, exchange-traded instruments for core exposure and execution efficiency. Epiphany also supplements public market exposure with mutual funds and maintains selective allocations to third‑party alternative managers in venture capital, private placements and real estate for clients who qualify and seek illiquid, return-enhancing opportunities. The firm lists an industry affiliation with an accountant, indicating coordination with tax and accounting professionals is part of its client servicing model.

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