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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Epic Wealth Management LLC
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|---|---|
| CRD # | 297643 |
| SEC # | 801-113589 |
| CIK # | |
| AUM | $112.3 M (2025-07-08) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 405-257-0301 |
| Address | 7406 N Classen Blvd Oklahoma City, OK 73116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 38.4 |
| (b) Individuals (high net worth individuals) | 137 | 70.6 |
| (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 | 6 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 389 | 112.3 |
| By Discretionary | ||
| Discretionary | 387 | 112.0 |
| Non-Discretionary | 2 | 0.3 |
| Total | 389 | 112.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.3 | |
| Total | 389 | 112.3 |
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|---|---|---|
|
Merryfield Barnes LLC
✚
|
NY | 0.1 |
|
FSAM LLC
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GA | 0.1 |
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Palladiem LLC
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PA | 0.1 |
|
Wassaw Sound Management LLC
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GA | 0.1 |
|
A Smarter Way to Invest Inc
✚
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MI | 0.1 |
|
LFG Wealth Partners LLC
✚
|
KY | 0.1 |
|
The Sherry Group Inc
✚
|
AR | 0.1 |
|
MFG Wealth Management Inc
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|
IN | 0.1 |
|
Enduring Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Carolina Strategy LLC
✚
|
0.1 |