EPIC WEALTH MANAGEMENT, LLC
CRD #297643 SEC #801-113589 OKLAHOMA CITY, OK 405-257-0301
SEC Registered
Total AUM
$112.3M
Discretionary
$112M
Employees
5
Clients
--
Accounts
389
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $112.3M | $112M | $263.8K | 5 | 0 |
| Jul 2025 | $112.3M | $112M | $263.8K | 5 | 0 |
| Jul 2025 | $112.3M | $112M | $263.8K | 5 | 0 |
| Apr 2025 | $112.3M | $112M | $263.8K | 5 | 0 |
| Mar 2025 | $112.3M | $112M | $263.8K | 5 | 0 |
| Mar 2024 | $105.7M | $104.2M | $1.5M | 5 | 0 |
| Nov 2023 | $92.1M | $92.1M | $0 | 4 | 0 |
| Apr 2023 | $92.1M | $92.1M | $0 | 4 | 0 |
| Mar 2023 | $92.1M | $92.1M | $0 | 4 | 0 |
| Nov 2022 | $153.2M | $141.2M | $12M | 4 | 0 |
| Apr 2022 | $153.2M | $141.2M | $12M | 4 | 0 |
| Mar 2022 | $153.2M | $141.2M | $12M | 4 | 0 |
| Mar 2021 | $132.5M | $121.1M | $11.4M | 4 | 0 |
| Jan 2021 | $121.3M | $112.6M | $8.8M | 3 | 0 |
| Jul 2020 | $121.3M | $112.6M | $8.8M | 3 | 0 |
| Jun 2020 | $121.3M | $112.6M | $8.8M | 3 | 0 |
| Mar 2020 | $121.3M | $112.6M | $8.8M | 3 | 0 |
| Mar 2019 | $115.7M | $107.6M | $8.1M | 3 | 0 |
| Oct 2018 | $116.6M | $109.1M | $7.5M | 3 | 0 |
| Oct 2018 | $116.6M | $109.1M | $7.5M | 3 | 0 |
| Jul 2018 | $0 | $0 | $0 | 3 | 0 |
| Jun 2018 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$112.3M
Discretionary$112M
Non-Disc.$263.8K
Employees5
Clients0
DateJul 2025
Total AUM$112.3M
Discretionary$112M
Non-Disc.$263.8K
Employees5
Clients0
DateJul 2025
Total AUM$112.3M
Discretionary$112M
Non-Disc.$263.8K
Employees5
Clients0
DateApr 2025
Total AUM$112.3M
Discretionary$112M
Non-Disc.$263.8K
Employees5
Clients0
DateMar 2025
Total AUM$112.3M
Discretionary$112M
Non-Disc.$263.8K
Employees5
Clients0
DateMar 2024
Total AUM$105.7M
Discretionary$104.2M
Non-Disc.$1.5M
Employees5
Clients0
DateNov 2023
Total AUM$92.1M
Discretionary$92.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$92.1M
Discretionary$92.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$92.1M
Discretionary$92.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$153.2M
Discretionary$141.2M
Non-Disc.$12M
Employees4
Clients0
DateApr 2022
Total AUM$153.2M
Discretionary$141.2M
Non-Disc.$12M
Employees4
Clients0
DateMar 2022
Total AUM$153.2M
Discretionary$141.2M
Non-Disc.$12M
Employees4
Clients0
DateMar 2021
Total AUM$132.5M
Discretionary$121.1M
Non-Disc.$11.4M
Employees4
Clients0
DateJan 2021
Total AUM$121.3M
Discretionary$112.6M
Non-Disc.$8.8M
Employees3
Clients0
DateJul 2020
Total AUM$121.3M
Discretionary$112.6M
Non-Disc.$8.8M
Employees3
Clients0
DateJun 2020
Total AUM$121.3M
Discretionary$112.6M
Non-Disc.$8.8M
Employees3
Clients0
DateMar 2020
Total AUM$121.3M
Discretionary$112.6M
Non-Disc.$8.8M
Employees3
Clients0
DateMar 2019
Total AUM$115.7M
Discretionary$107.6M
Non-Disc.$8.1M
Employees3
Clients0
DateOct 2018
Total AUM$116.6M
Discretionary$109.1M
Non-Disc.$7.5M
Employees3
Clients0
DateOct 2018
Total AUM$116.6M
Discretionary$109.1M
Non-Disc.$7.5M
Employees3
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0