Epic Wealth Management, LLC
Epic Wealth Management, LLC (CRD# 297643) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $105,697,743 in 375 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management106MILLION
-
Total Number of Accounts375ACCOUNTS
-
Average Account Value$281,861
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, LA, OK, TX
Mark Arra (CRD# 4258404) is an Investment Advisor Representative working at Epic Wealth Management, LLC in Norman, OK and has over 23 years of experience in the finance industry.
Kimberly Galbraith (CRD# 4456883) is an Investment Advisor Representative working at Epic Wealth Management, LLC in Oklahoma City, OK and has over 22 years of experience in the finance industry.
Valery Oswald (CRD# 1997347) is an Investment Advisor Representative working at Epic Wealth Management, LLC in Oklahoma City, OK and has over 34 years of experience in the finance industry.
Thomas Arra (CRD# 6141100) is an Investment Advisor Representative working at Epic Wealth Management, LLC in Oklahoma City, OK and has over 11 years of experience in the finance industry.