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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| EPIC Wealth Management LLC
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| CRD # | 297643 |
| SEC # | 801-113589 |
| CIK # | |
| AUM | $115.7 MM (93% Disc, 100% US) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 405-257-0301 |
| Address | 6301 Waterford Blvd Oklahoma City, OK 73118 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bluemont Capital Advisors LLC
✚
|
VA | 0.1 |
|
Triton Financial Group Inc
✚
|
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 |