EPIC Wealth Management LLC

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CAFR Data
EPIC Wealth Management LLC
CRD #297643
SEC #801-113589
CIK #
AUM $115.7 MM (93% Disc, 100% US)
Employees3 (67% Investors, 0% Brokers)
Phone405-257-0301
Address6301 Waterford Blvd
Oklahoma City, OK 73118
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
1209672482402011201420172020
Comparable Firms State AUM ($BB)
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VA 0.1
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MA 0.1
MAPS Advisory Services LLC
OR 0.1
BOYD Wealth Management LLC
CA 0.1
Hemming& Wealth Management Inc
MI 0.1
J Team Financial Inc
TX 0.1
Investment Management Associates Inc
CO 0.1
Dreher Investment Services Inc
TX 0.1
Cascades Capital Asset Management LLC
NC 0.1
Asset Planning Corporation
FL 0.1
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