EPIC WEALTH MANAGEMENT LLC

EPIC WEALTH MANAGEMENT LLC of RED BANK, NJ is an SEC-registered investment adviser (CRD 305682). Regulatory assets under management: $13.6M.

Registration

• CRD: 305682
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305682 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search