Valery Lynn Oswald
Managing Partner/ Chief Compliance OfficerEpic Wealth Management, LLCCRD 1997347
About Valery Lynn Oswald
Valery Lynn Oswald is listed as Managing Partner/ Chief Compliance Officer at Epic Wealth Management, LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of Under 5%. Valery Lynn Oswald is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Epic Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Valery Lynn Oswald work?
Valery Lynn Oswald is listed as Managing Partner/ Chief Compliance Officer at Epic Wealth Management, LLC on SEC Form ADV.
How much of Epic Wealth Management, LLC does Valery Lynn Oswald own?
Form ADV reports a beneficial ownership band of Under 5%.
Epic Wealth Management, LLC
| Title | Managing Partner/ Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Epic Wealth Management, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |