Active
EPIC WEALTH MANAGEMENT, LLC
Investment Advice|OKLAHOMA CITY, OK
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Assets Under Management
$112.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 112.0M |
| Non-Discretionary | 264K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 297643 |
| SEC Number | 801-113589 |
| Street Address | 7406 N CLASSEN BLVD |
| Location | OKLAHOMA CITY, OK 73116 |
| Country | United States |
| Phone | 405-257-0301 |
| Fax | 405-416-5242 |
| Total Employees | 5 |
Client Count by Type (389 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 246 |
| High Net Worth Individual… | 137 |
| Corporations/Businesses | 6 |
Community Partners
ASSOCIATION OF CENTRAL OK GOV
BETTER TOGETHER COMMUNITY CARE SERVICES INC
CITY OF BETHANY
CITY OF CHOCTAW
CITY OF DEL CITY
CITY OF EDMOND OKLAHOMA
CITY OF HARRAH
CITY OF MIDWEST CITY
CITY OF NICHOLS HILLS
CITY OF NICOMA PARK
CITY OF OKLAHOMA CITY
CITY OF SPENCER
CITY OF VILLAGE
CITY OF WARR ACRES
COUNTY OF OKLAHOMA
EMBARK
OK COOP CIRCUIT CED BOARD
OK COUNTY CRIMINAL JUSTICE ADVISORY COUNCIL
OKLAHOMA CENTER FOR THE ADVANCEMENT OF SCIENCE AND TECHNOLOGY (OCAST)
OKLAHOMA CITY COUNTY HEALTH DEPARTMENT
ASSOCIATION OF CENTRAL OK GOV
BETTER TOGETHER COMMUNITY CARE SERVICES INC
CITY OF BETHANY
CITY OF CHOCTAW
CITY OF DEL CITY
CITY OF EDMOND OKLAHOMA
CITY OF HARRAH
CITY OF MIDWEST CITY
CITY OF NICHOLS HILLS
CITY OF NICOMA PARK
CITY OF OKLAHOMA CITY
CITY OF SPENCER
CITY OF VILLAGE
CITY OF WARR ACRES
COUNTY OF OKLAHOMA
EMBARK
OK COOP CIRCUIT CED BOARD
OK COUNTY CRIMINAL JUSTICE ADVISORY COUNCIL
OKLAHOMA CENTER FOR THE ADVANCEMENT OF SCIENCE AND TECHNOLOGY (OCAST)
OKLAHOMA CITY COUNTY HEALTH DEPARTMENT
ASSOCIATION OF CENTRAL OK GOV
BETTER TOGETHER COMMUNITY CARE SERVICES INC
CITY OF BETHANY
CITY OF CHOCTAW
CITY OF DEL CITY
CITY OF EDMOND OKLAHOMA
CITY OF HARRAH
CITY OF MIDWEST CITY
CITY OF NICHOLS HILLS
CITY OF NICOMA PARK
CITY OF OKLAHOMA CITY
CITY OF SPENCER
CITY OF VILLAGE
CITY OF WARR ACRES
COUNTY OF OKLAHOMA
EMBARK
OK COOP CIRCUIT CED BOARD
OK COUNTY CRIMINAL JUSTICE ADVISORY COUNCIL
OKLAHOMA CENTER FOR THE ADVANCEMENT OF SCIENCE AND TECHNOLOGY (OCAST)
OKLAHOMA CITY COUNTY HEALTH DEPARTMENT
Municipal Government
34 Active
34
Organizations
CIRCUIT ENGINEERING DISTRICT 5
DEL CITY HOUSING AUTHORITY
HICKORY HILLS FIRE PROTECTION DISTRICT
MCGEE CREEK AUTHORITY
OAK CLIFF FIRE PROTECTION DISTRICT
OKLAHOMA CITY ENVIRONMENTAL ASSISTANCE TRUST
OKLAHOMA CITY HOUSING AUTHORITY
OKLAHOMA CITY REDEVELOPMENT AUTHORITY
OKLAHOMA CITY URBAN RENEWAL AUTHORITY
OKLAHOMA COUNTY CONSERVATION DISTRICT
OKLAHOMA INDUSTRIES AUTHORITY
REGIONAL TRANSPORTATION AUTHORITY OF CENTRAL OKLAHOMA
CIRCUIT ENGINEERING DISTRICT 5
DEL CITY HOUSING AUTHORITY
HICKORY HILLS FIRE PROTECTION DISTRICT
MCGEE CREEK AUTHORITY
OAK CLIFF FIRE PROTECTION DISTRICT
OKLAHOMA CITY ENVIRONMENTAL ASSISTANCE TRUST
OKLAHOMA CITY HOUSING AUTHORITY
OKLAHOMA CITY REDEVELOPMENT AUTHORITY
OKLAHOMA CITY URBAN RENEWAL AUTHORITY
OKLAHOMA COUNTY CONSERVATION DISTRICT
OKLAHOMA INDUSTRIES AUTHORITY
REGIONAL TRANSPORTATION AUTHORITY OF CENTRAL OKLAHOMA
CIRCUIT ENGINEERING DISTRICT 5
DEL CITY HOUSING AUTHORITY
HICKORY HILLS FIRE PROTECTION DISTRICT
MCGEE CREEK AUTHORITY
OAK CLIFF FIRE PROTECTION DISTRICT
OKLAHOMA CITY ENVIRONMENTAL ASSISTANCE TRUST
OKLAHOMA CITY HOUSING AUTHORITY
OKLAHOMA CITY REDEVELOPMENT AUTHORITY
OKLAHOMA CITY URBAN RENEWAL AUTHORITY
OKLAHOMA COUNTY CONSERVATION DISTRICT
OKLAHOMA INDUSTRIES AUTHORITY
REGIONAL TRANSPORTATION AUTHORITY OF CENTRAL OKLAHOMA
Special District
12 Active
12
Organizations
ASTEC INC
BETHANY SCH DIST 88
CHOCTAW HIGH SCHOOL - AIR FORCE - JROTC
CHOCTAW NICOMA PARK SCH DIST 4
CROOKED OAK SCH DIST 53
CRUTCHO SCH DIST 74
DEER CREEK SCH DIST 6
DISCOVERY SCHOOL OF TULSA
EASTERN OKLAHOMA COUNTY TECHNOLOGY CENTER DIST 23
EDMOND SCH DIST 12
FRANCIS TUTTLE TECHNOLOGY CENTER DIST 21
HARDING INDEPENDENCE CHARTER DISTRICT INC
HARRAH SCH DIST 7
JONES SCH DIST 9
KIPP REACH ACADEMY CHARTER SCHOOL INC
LUTHER SCH DIST 3
METRO TECHNOLOGY CENTERS DIST 22
MIDWEST CITY PUBLIC SCHOOLS I-52
MIDWEST-DEL CITY SCH DIST 52
MILLWOOD SCH DIST 37
ASTEC INC
BETHANY SCH DIST 88
CHOCTAW HIGH SCHOOL - AIR FORCE - JROTC
CHOCTAW NICOMA PARK SCH DIST 4
CROOKED OAK SCH DIST 53
CRUTCHO SCH DIST 74
DEER CREEK SCH DIST 6
DISCOVERY SCHOOL OF TULSA
EASTERN OKLAHOMA COUNTY TECHNOLOGY CENTER DIST 23
EDMOND SCH DIST 12
FRANCIS TUTTLE TECHNOLOGY CENTER DIST 21
HARDING INDEPENDENCE CHARTER DISTRICT INC
HARRAH SCH DIST 7
JONES SCH DIST 9
KIPP REACH ACADEMY CHARTER SCHOOL INC
LUTHER SCH DIST 3
METRO TECHNOLOGY CENTERS DIST 22
MIDWEST CITY PUBLIC SCHOOLS I-52
MIDWEST-DEL CITY SCH DIST 52
MILLWOOD SCH DIST 37
ASTEC INC
BETHANY SCH DIST 88
CHOCTAW HIGH SCHOOL - AIR FORCE - JROTC
CHOCTAW NICOMA PARK SCH DIST 4
CROOKED OAK SCH DIST 53
CRUTCHO SCH DIST 74
DEER CREEK SCH DIST 6
DISCOVERY SCHOOL OF TULSA
EASTERN OKLAHOMA COUNTY TECHNOLOGY CENTER DIST 23
EDMOND SCH DIST 12
FRANCIS TUTTLE TECHNOLOGY CENTER DIST 21
HARDING INDEPENDENCE CHARTER DISTRICT INC
HARRAH SCH DIST 7
JONES SCH DIST 9
KIPP REACH ACADEMY CHARTER SCHOOL INC
LUTHER SCH DIST 3
METRO TECHNOLOGY CENTERS DIST 22
MIDWEST CITY PUBLIC SCHOOLS I-52
MIDWEST-DEL CITY SCH DIST 52
MILLWOOD SCH DIST 37
School District
25 Active
25
Organizations
106 MEMORIAL FOUNDATION
111Project Inc
11 QUEEN CHRISTINA COURT
12 RECOVERY FOUNDATION INC
12 WINDS FOUNDATION
137 SOW ASSOCIATION INC
137TH SOSFS DEFENDERS ASSOCIATION
1938 Beer Distributors Assn of Oklahoma
22 MINISTRIES
24 7 VICTORY IN CHRIST MINISTRIES INC
2819 INC
34 PROJECT INC
34 REASONS
34 REASONS FOUNDATION
39TH STREET DISTRICT INCORPORATED
3BIRD KIDS FOUNDATION INC
3RD ACT THEATRE CO
3RD ACT THEATRE COMPANY
45TH INFANTRY DIVISION ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
106 MEMORIAL FOUNDATION
111Project Inc
11 QUEEN CHRISTINA COURT
12 RECOVERY FOUNDATION INC
12 WINDS FOUNDATION
137 SOW ASSOCIATION INC
137TH SOSFS DEFENDERS ASSOCIATION
1938 Beer Distributors Assn of Oklahoma
22 MINISTRIES
24 7 VICTORY IN CHRIST MINISTRIES INC
2819 INC
34 PROJECT INC
34 REASONS
34 REASONS FOUNDATION
39TH STREET DISTRICT INCORPORATED
3BIRD KIDS FOUNDATION INC
3RD ACT THEATRE CO
3RD ACT THEATRE COMPANY
45TH INFANTRY DIVISION ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
106 MEMORIAL FOUNDATION
111Project Inc
11 QUEEN CHRISTINA COURT
12 RECOVERY FOUNDATION INC
12 WINDS FOUNDATION
137 SOW ASSOCIATION INC
137TH SOSFS DEFENDERS ASSOCIATION
1938 Beer Distributors Assn of Oklahoma
22 MINISTRIES
24 7 VICTORY IN CHRIST MINISTRIES INC
2819 INC
34 PROJECT INC
34 REASONS
34 REASONS FOUNDATION
39TH STREET DISTRICT INCORPORATED
3BIRD KIDS FOUNDATION INC
3RD ACT THEATRE CO
3RD ACT THEATRE COMPANY
45TH INFANTRY DIVISION ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
4624 Active
4624
Organizations
Community Partners121 organizations
ASSOCIATION OF CENTRAL OK GOV
Municipal Government·OKLAHOMA CITY
BETTER TOGETHER COMMUNITY CARE SERVICES INC
Municipal Government·OKLAHOMA CITY
CITY OF CHOCTAW
Municipal Government·CHOCTAW
CITY OF DEL CITY
Municipal Government·DEL CITY
CITY OF EDMOND OKLAHOMA
Municipal Government·EDMOND
CITY OF HARRAH
Municipal Government·HARRAH
CITY OF MIDWEST CITY
Municipal Government·OKLAHOMA CITY
CITY OF OKLAHOMA CITY
Municipal Government·OKLAHOMA CITY
CITY OF VILLAGE
Municipal Government·OKLAHOMA CITY
CITY OF WARR ACRES
Municipal Government·WARR ACRES
COUNTY OF OKLAHOMA
Municipal Government·OKLAHOMA CITY
EMBARK
Municipal Government·OKLAHOMA CITY
OK COOP CIRCUIT CED BOARD
Municipal Government·OKLAHOMA CITY
OK COUNTY CRIMINAL JUSTICE ADVISORY COUNCIL
Municipal Government·OKLAHOMA CITY
OKLAHOMA CENTER FOR THE ADVANCEMENT OF SCIENCE AND TECHNOLOGY (OCAST)
Municipal Government·OKLAHOMA CITY
OKLAHOMA CITY COUNTY HEALTH DEPARTMENT
Municipal Government·OKLAHOMA CITY
OKLAHOMA MUNICIPAL ASSURANCE GROUP
Municipal Government·EDMOND
OKLAHOMA STATE BOARD PHARMACY
Municipal Government·OKLAHOMA CITY
OMNGC
Municipal Government·EDMOND
TOWN OF ALLEN
Municipal Government·OKLAHOMA CITY
TOWN OF FOREST PARK
Municipal Government·FOREST PARK
TOWN OF KANSAS
Municipal Government·OKLAHOMA CITY
TOWN OF LAKE ALUMA
Municipal Government·OKLAHOMA CITY
TOWN OF LUTHER
Municipal Government·LUTHER
TOWN OF PRUE
Municipal Government·PRUE
TOWN OF SMITH VILLAGE
Municipal Government·DEL CITY
TOWN OF VALLEY BROOK
Municipal Government·OKLAHOMA CITY
TOWN OF WOODLAWN PARK
Municipal Government·BETHANY
DEL CITY HOUSING AUTHORITY
Special District·DEL CITY
HICKORY HILLS FIRE PROTECTION DISTRICT
Special District·LUTHER
MCGEE CREEK AUTHORITY
Special District·OKLAHOMA CITY
OKLAHOMA CITY ENVIRONMENTAL ASSISTANCE TRUST
Special District·OKLAHOMA CITY
OKLAHOMA CITY HOUSING AUTHORITY
Special District·OKLAHOMA CITY
OKLAHOMA CITY REDEVELOPMENT AUTHORITY
Special District·OKLAHOMA CITY
OKLAHOMA CITY URBAN RENEWAL AUTHORITY
Special District·OKLAHOMA CITY
OKLAHOMA INDUSTRIES AUTHORITY
Special District·OKLAHOMA CITY
REGIONAL TRANSPORTATION AUTHORITY OF CENTRAL OKLAHOMA
Special District·OKLAHOMA CITY
ASTEC INC
School District·OKLAHOMA CITY
CHOCTAW HIGH SCHOOL - AIR FORCE - JROTC
School District·CHOCTAW
DISCOVERY SCHOOL OF TULSA
School District·OKLAHOMA CITY
HARDING INDEPENDENCE CHARTER DISTRICT INC
School District·OKLAHOMA CITY
KIPP REACH ACADEMY CHARTER SCHOOL INC
School District·OKLAHOMA CITY
MIDWEST CITY PUBLIC SCHOOLS I-52
School District·OKLAHOMA CITY
W K JACKSON LEADERSHIP ACADEMY INC
School District·OKLAHOMA CITY
106 MEMORIAL FOUNDATION
Nonprofit Organization·Oklahoma City
111Project Inc
Nonprofit Organization·Oklahoma City
11 QUEEN CHRISTINA COURT
Nonprofit Organization·Oklahoma City
12 RECOVERY FOUNDATION INC
Nonprofit Organization·Oklahoma City
12 WINDS FOUNDATION
Nonprofit Organization·Oklahoma City
137 SOW ASSOCIATION INC
Nonprofit Organization·Oklahoma City
137TH SOSFS DEFENDERS ASSOCIATION
Nonprofit Organization·Oklahoma City
1938 Beer Distributors Assn of Oklahoma
Nonprofit Organization·Oklahoma City
22 MINISTRIES
Nonprofit Organization·midwest city
24 7 VICTORY IN CHRIST MINISTRIES INC
Nonprofit Organization·OKLAHOMA CITY
2819 INC
Nonprofit Organization·OKLAHOMA CITY
34 PROJECT INC
Nonprofit Organization·BETHANY
34 REASONS
Nonprofit Organization·OKLAHOMA CITY
34 REASONS FOUNDATION
Nonprofit Organization·OKLAHOMA CITY
39TH STREET DISTRICT INCORPORATED
Nonprofit Organization·Oklahoma City
3BIRD KIDS FOUNDATION INC
Nonprofit Organization·OKLAHOMA CITY
3RD ACT THEATRE CO
Nonprofit Organization·OKLAHOMA CITY
3RD ACT THEATRE COMPANY
Nonprofit Organization·Oklahoma City
45TH INFANTRY DIVISION ASSOCIATION
Nonprofit Organization·OKLAHOMA CITY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oklahoma City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oklahoma City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oklahoma City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oklahoma City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oklahoma City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·OKLAHOMA CITY
4 HEARTS FEEDING HANDS INC
Nonprofit Organization·Oklahoma City
4 KIDS BY KIDS FOUNDATION
Nonprofit Organization·OKLAHOMA CITY
4 OUR COMMUNITY INC
Nonprofit Organization·Luther
4THELUV OF ALL THATS GOOD AND HOLY INC
Nonprofit Organization·OKLAHOMA CITY
5207 WESTERN FOUNDATION
Nonprofit Organization·OKLAHOMA CITY
552 AMXS EAGLE BOOSTER CLUB
Nonprofit Organization·Oklahoma City
558TH BOOSTER CLUB
Nonprofit Organization·Oklahoma City
664 CENTRAL PLAINS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·MIDWEST CITY
6TH MAN SPORTS OKLAHOMA
Nonprofit Organization·DEL CITY
805 FIGHT CLUB INC
Nonprofit Organization·Oklahoma City
888 INC
Nonprofit Organization·Bethany
960TH AACS
Nonprofit Organization·Oklahoma City
Aalim Dance Academy Inc
Nonprofit Organization·Oklahoma City
AARON & GERTRUDE KARCHMER MEMORIAL FOUND
Nonprofit Organization·OKLAHOMA CITY
AARON M WEITZENHOFFER FOUNDATION
Nonprofit Organization·OKLAHOMA CITY
AARONS BRIDGE OKLAHOMA INC
Nonprofit Organization·Oklahoma City
ABANDONED ATLAS FOUNDATION
Nonprofit Organization·Oklahoma City
ABATECENTRAL OKLAHOMA DISTRICT
Nonprofit Organization·Oklahoma City
A B A T E OF OKLAHOMA
Nonprofit Organization·Oklahoma City
ABUNDANT LIFE COMMUNITY SERVICES NETWORK INC
Nonprofit Organization·Spencer
ABWA AREA COUNCIL OF OKLAHOMA
Nonprofit Organization·Oklahoma City
ACCESS OPPORTUNITY INC
Nonprofit Organization·OKLAHOMA CITY
ACCESS OPPORTUNITY - SGO INC
Nonprofit Organization·OKLAHOMA CITY
ACCESS SPORTS INC
Nonprofit Organization·Oklahoma City
ACE CC INC
Nonprofit Organization·OKLAHOMA CITY