# EPIC WEALTH MANAGEMENT LLC

EPIC WEALTH MANAGEMENT LLC of RED BANK, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 305682
- Type: SEC-registered investment adviser
- Location: 2 BRIDGE AVENUE, SUITE 633B, RED BANK, NJ, 07701
- Phone: 1-732-784-6548
- Latest filing: 2026-03-26
- Regulatory AUM: $13.6M
- Discretionary AUM: $13.6M
- Clients: 3
- Accounts: 84

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305682/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305682/similar
- Related entities: https://search.stillhousedata.com/firm/305682/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305682

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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.