Epic Wealth Management, LLC
● SEC registered since 2018CRD 297643SEC# 801-113589Oklahoma City, OK
Reg. AUM
$120.8M
Employees
5
Accounts
406
Location
Oklahoma City, OK
Epic Wealth Management, LLC assets under management
Epic Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Oklahoma City, OK. The firm has been registered since 2018. It reports $120.8 million in regulatory assets under management and employs 5 people.
Epic Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Be, LLC Control | Owner | Over 75% | 2018 |
| Valery Lynn Oswald Control | Managing Partner/ Chief Compliance Officer | Under 5% | 2018 |
| Valery Lynn Oswald Control | Managing Member | Over 75% | 2018 |
Frequently asked questions
How much does Epic Wealth Management, LLC manage?
Epic Wealth Management, LLC reports $120.8 million in regulatory assets under management on its Form ADV.
How many employees does Epic Wealth Management, LLC have?
Epic Wealth Management, LLC reports 5 employees.
Where is Epic Wealth Management, LLC located?
Epic Wealth Management, LLC is based in Oklahoma City, OK and has been SEC-registered since 2018.
Does Epic Wealth Management, LLC disclose fund performance?
Epic Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7406 N Classen Blvd, Oklahoma City, OK 73116 |
| Phone | 405-257-0301 |
| Fax | 405-416-5242 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$120.8M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$120.8Mregulatory AUM
Discretionary $120.8M