# EPIC WEALTH MANAGEMENT

EPIC WEALTH MANAGEMENT of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 133629
- Type: SEC-registered investment adviser
- SEC file number: 801-63775
- Location: 851 IRWIN STREET, SUITE 301, SAN RAFAEL, CA, 94901
- Phone: 415-526-4300
- Latest filing: 2010-02-01
- Regulatory AUM: $349.3M
- Discretionary AUM: $292.2M
- Non-discretionary AUM: $57.1M
- Clients: 6
- Accounts: 124

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| BLACK ALLISON SULLIVAN | AVP | — |
| OSHER WILLIAM DAVID | CHIEF COMPLIANCE OFFICER; CHIEF ECONOMIST / COMPLIANCE OFFICER; CHIEF OPERATING OFFICER/CHIEF ECONOMIST / COMPLIANCE OFFICER | — |
| ROUSH JEFFREY ALLEN | CHIEF EXECUTIVE OFFICER | — |
| SCHOLAR SETH ADAM | SENIOR EQUITY ANALYST/PORTFOLIO MANAGER DIRECTOR OF EQUITY INVESTMENTS | — |
| SLACK PAULETTE JOANNE | CHIEF COMPLIANCE OFFICER | — |
| GOOD LORAL | CHIEF EXECUTIVE OFFICER | — |
| HUDSON DAVID | OPERATIONS OFFICER; OPERATIONS OFFICER / PORTFOLIO MANAGER | — |
| SULLIVAN ALLISON LYNN | AVP; AVP, CHIEF COMPLIANCE OFFICER | — |
| HUDSON DAVID REED | CFP / OPERATIONS OFFICER / PORTFOLIO MANAGER | — |
| LEIDY JONATHAN DAVID | DIRECTOR OF BUSINESS DEVELOPMENT | — |
| GARWOOD MARK | CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133629/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133629/similar
- Related entities: https://search.stillhousedata.com/firm/133629/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133629

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.