EPIPHANY WEALTH MANAGEMENT

EPIPHANY WEALTH MANAGEMENT of HOUSTON, TX is an SEC-registered investment adviser (CRD 171463). Regulatory assets under management: $30.1M.

Registration

• CRD: 171463
• Type: Registered investment adviser
• Location: 4544 POST OAK PLACE DRIVE, HOUSTON, TX, 77027
• Phone: 832 831-0590
• Latest filing: 2026-03-03
• Regulatory AUM: $30.1M
• Discretionary AUM: $30.1M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171463 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search