Investment adviser · CRD 297643

EPIC WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

OKLAHOMA CITY, OK, United States · Form ADV filed Mar 13, 2026

Regulatory AUM: $121M
Client accounts: 406
Employees: 5
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	38	$83,306,430	69.0%
Individuals	110	$34,364,821	28.4%
Corporations & businesses	5	$3,137,540	2.6%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2072750 · Mar 13, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 13, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

7406 N CLASSEN BLVD
OKLAHOMA CITY, OK, 73116, United States

CRD 297643

Filing source

Form ADV 2072750 · Mar 13, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.