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EPIC WEALTH MANAGEMENT, LLC
OKLAHOMA CITY, OK
405-257-0301
SEC #801-113589Total AUM
$120.8M
Employees
5Clients
160Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7406 N CLASSEN BLVD
OKLAHOMA CITY
OK 73116
United States
OKLAHOMA CITY
OK 73116
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
405-257-0301
Other Offices
1
Financials
Total AUM
$120.8M
Accounts
406Discretionary
$120.8M
Accounts
406Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
110AUM
$34.4M
HNW Individual Clients
38AUM
$83.3M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
5AUM
$3.1M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALLAOKTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.