Epic Wealth Management LLC

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Assets, Funds, Holdings

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Epic Wealth Management LLC
CRD #297643
SEC #801-113589
CIK #
AUM $105.7 MM (2024-03-27)
Employees 5 (80% Investors, 0% Brokers)
Phone405-257-0301
Address6301 Waterford Blvd
Oklahoma City, OK 73118
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
16012896643202009201420192025
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
NY 0.1
Wimmer Consulting LLC
TX 0.1
van Clemens Wealth Management LLC
MN 0.1
Epic Advisory Services Corp
FL 0.1
Brooklawn Capital Advisors LLC
NY 0.1
Heritage Asset Management LLC
MO 0.1
JMA Financial Advisors Inc
TX 0.1
Insight Wealth Strategies LP
CA 0.1
Private Financial Management LLC
CA 0.1
Blalock Williams LLC
AL 0.1
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