EPIC WEALTH MANAGEMENT, LLC

6301 Waterford Blvd
Suite 102a
Oklahoma City, Oklahoma 73118
Tel: 405-257-0301

About EPIC WEALTH MANAGEMENT, LLC

EPIC WEALTH MANAGEMENT, LLC, formally registered with the SEC as EPIC WEALTH MANAGEMENT, LLC. The firm was established in 07/12/2018. They have over 1 offices throughout the country.

EPIC WEALTH MANAGEMENT, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $105,697,743 assets under management, offering retirement planning & investment advisory services to 375 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297643
SEC#	801-113589
Assets Managed by Firm	$105,697,743
No. of Clients	375
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	375	$105,697,743
Individuals (other than high net worth individuals)	115	$37,127,555
High net worth individuals	27	$65,739,115
Corporations or other businesses	2	$2,831,073

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CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
ARGONAUT PRIVATE CAPITAL, LP 7030 S Yale Ave, #810 Tulsa, OK, 74136	$3,464,024,447	8	20

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