EPIC WEALTH MANAGEMENT, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 297643). Regulatory assets under management: $120.8M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 405-257-0301 |
| — | — | 1 | 405-257-0301 |