SEC Form ADV

EPIC WEALTH MANAGEMENT, LLC

Registered Investment AdviserOK
$120.8M
Assets Under Management
406
Total Clients
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Registration Details

Accession
CRD-297643
Location
OKLAHOMA CITY, OK
Filing Date
March 13, 2026
AUM
$120.8M
Total Clients
406
Amendment
No

About this Adviser

EPIC WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in OKLAHOMA CITY, OK, managing approximately $120.8M in assets across 406 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.