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Epic Wealth Management LLC
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CRD # | 297643 |
SEC # | 801-113589 |
CIK # | |
AUM | $105.7 MM (2024-03-27) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 405-257-0301 |
Address | 6301 Waterford Blvd Oklahoma City, OK 73118 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 115 | 37.1 |
(b) Individuals (high net worth individuals) | 27 | 65.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 2.8 |
(n) Other | 0 | 0.0 |
Total | 375 | 105.7 |
By Discretionary | ||
Discretionary | 370 | 104.2 |
Non-Discretionary | 5 | 1.5 |
Total | 375 | 105.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 105.7 | |
Total | 375 | 105.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Clarity Investments Planning LLC
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|
NY | 0.1 |
Wimmer Consulting LLC
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|
TX | 0.1 |
van Clemens Wealth Management LLC
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|
MN | 0.1 |
Epic Advisory Services Corp
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|
FL | 0.1 |
Brooklawn Capital Advisors LLC
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|
NY | 0.1 |
Heritage Asset Management LLC
✚
|
MO | 0.1 |
JMA Financial Advisors Inc
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|
TX | 0.1 |
Insight Wealth Strategies LP
✚
|
CA | 0.1 |
Private Financial Management LLC
✚
|
CA | 0.1 |
Blalock Williams LLC
✚
|
AL | 0.1 |