# EPIC WEALTH MANAGEMENT, LLC

EPIC WEALTH MANAGEMENT, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser.

## Registration

- CRD: 297643
- Type: SEC-registered investment adviser
- SEC file number: 801-113589
- Location: 7406 N CLASSEN BLVD, OKLAHOMA CITY, OK, 73116
- Phone: 405-257-0301
- Latest filing: 2026-03-13
- Regulatory AUM: $120.8M
- Discretionary AUM: $120.8M
- Clients: 5
- Accounts: 406

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Valery Lynn Oswald | MANAGING MEMBER; MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | — |
| OSWALD DEBRA LYNN | MANAGING MEMBER; MANAGING PARTNER; MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | — |
| HADRAVA RICK MARLON | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER (+1 more) | — |
| ARRA THOMAS MATTHEW | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297643/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297643/similar
- Related entities: https://search.stillhousedata.com/firm/297643/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297643

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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.