Epic Wealth Management, LLC
Epic Wealth Management, LLC is an SEC-registered mass-market adviser in Oklahoma City, OK with $120.8M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Epic Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297643, SEC 801-113589, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $120.8M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Oklahoma City, OK
- Employees
- 5
- Clients
- 153
- CRD
- 297643
- Ownership
- REIGN CAPITAL PARTNERS, LLC; OSWALD, VALERY, LYNN; HADRAVA, RICK, MARLON; ARRA, THOMAS, MATTHEW; BE, LLC
How much AUM does Epic Wealth Management, LLC have?
Epic Wealth Management, LLC reported $120.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Epic Wealth Management, LLC?
Disclosed owners and executives of Epic Wealth Management, LLC include REIGN CAPITAL PARTNERS, LLC, OSWALD, VALERY, LYNN, HADRAVA, RICK, MARLON, ARRA, THOMAS, MATTHEW, BE, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.