EPIC WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$120,808,791
Discretionary
$120,808,791
Non-discretionary
$0
Firm details
- CRD number
- 297643
- SEC file number
- 801-113589
- Main office
- OKLAHOMA CITY, OK, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.EPICWMG.COM
- Fee structure
-
Percentage of AUM
As of October 2026.