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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-12-2018
- Office Locations
- 2
Office Locations
About Epic Wealth Management, LLC
EPIC Wealth Management, LLC is an Oklahoma City-based advisory firm serving business owners, families, and family offices with holistic financial planning and wealth management focused on life-stage goals and legacy planning. The team supports retirement, tax and estate planning, risk management, and insurance solutions, and builds diversified portfolios using ETFs, mutual funds, and fixed income. Custody/platform includes Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
VALERY LYNN OSWALD
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #1997347
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MARK TIMOTHY ARRA
Financial Advisor
- CRD
- #4258404
THOMAS MATTHEW ARRA
--
- CRD
- #6141100
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,808,791 | $297,559 |
| Non-Discretionary | $0 | -- |
| Total | $120,808,791 | $297,559 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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