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EPIC WEALTH MANAGEMENT, LLC
CRD 297643File 801-113589
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 389 | 153 | decreased by236 |
| Apr 1, 2026 | AUM | $112,286,504 | $120,808,791 | increased by$8,522,287 |
| Apr 1, 2026 | Accounts | 389 | 406 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 179 | 389 | increased by210 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $153,206,611 | $112,286,504 | decreased by$40,920,107 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 586 | 389 | decreased by197 |
| Apr 1, 2022 | Clients | 173 | 179 | increased by6 |
| Apr 1, 2022 | AUM | $132,486,945 | $153,206,611 | increased by$20,719,666 |
| Apr 1, 2022 | Accounts | 585 | 586 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EPIC WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EPIC WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.