SEC Form ADV

EPIC WEALTH MANAGEMENT, LLC

Firm profile: Epic Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOK

$120.8M

Assets Under Management

406

Total Clients

Employees

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Registration Details

Accession: CRD-297643
Location: OKLAHOMA CITY, OK
Filing Date: March 13, 2026
AUM: $120.8M
Total Clients: 406
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporations

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.

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