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EPIC WEALTH MANAGEMENT, LLC

OKLAHOMA CITY, OK · CRD 297643 · IAPD ↗ · epicwmg.com · 405-257-0301

$120.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2025 — EPIC WEALTH MANAGEMENT, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — EPIC WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.