← Directory
EPIC WEALTH MANAGEMENT, LLC
CRD 297643File 801-113589
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$120.8M
Bottom 25% of cohort (national)
Discretionary AUM
$120.8M
Clients
153
406 accounts
Employees
5
Bottom 25% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 12, 2018
- Principal office
- 7406 N CLASSEN BLVD, OKLAHOMA CITY, OK, 73116
- Phone
- 405-257-0301
- Website
- HTTP://WWW.EPICWMG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $120.8M
- Discretionary AUM
- $120.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 406
- Non-discretionary accounts
- 0
- Total accounts
- 406
- AUM per client
- $790K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $3.1M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 38 | $83.3M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 110 | $34.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.