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- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Prime eagleInsight
- Established Date
- 10-20-2020
- Office Locations
- 1
Office Locations
About Epic Wealth Management LLC
EPIC Wealth Management is a New Jersey-based RIA providing holistic financial planning and investment management for private clients and select institutional relationships. The firm emphasizes long-term, personalized portfolio construction using efficient quantitative solutions and risk-managed asset allocation across public funds, mutual funds, and ETFs, with planning support that includes retirement and insurance needs. Custody includes Wells Fargo.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JANICE LYNN GILL
Managing Member, Owner
- CRD
- #6179668
- Ownership
- 75% or more
JOHN EDWARD SPRING
Chief Compliance Officer, Financial Advisor
- CRD
- #2895680
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KELLY JEAN COLE
--
- CRD
- #6080152
Patrick Lawrence Weeks
Chief Compliance Officer
- CRD
- #2374622
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,596,912 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,596,912 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,596,912
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,332,949,939 | 38.9% |
| Equity - Exchange | $1,781,198,283 | 29.7% |
| Cash | $1,883,152,393 | 31.4% |
| Total | $5,997,300,615 | 100.0% |