LP Profile

Epic Wealth Management

Also known as epic wealth

Wealth ManagerRed Bank, United StatesFounded 2015
Red Bank
Headquarters
Investment Focus

About Epic Wealth Management

Epic Wealth Management is a wealth manager based in Red Bank, US. Founded in 2015.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Epic Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$120.8M
Total Clients
406
Filing Date
March 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Epic Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Epic Wealth Management?

Epic Wealth Management is a wealth manager based in Red Bank, United States.

Where is Epic Wealth Management headquartered?

Epic Wealth Management is headquartered in Red Bank, United States.

When was Epic Wealth Management founded?

Epic Wealth Management was founded in 2015.

How can I contact Epic Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Epic Wealth Management are available on LPbacked. Create a free account to access them.