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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Element
- Established Date
- 03-09-2015
- Office Locations
- 1
Office Locations
About Epiphany Wealth Management
Epiphany Wealth Management is a Houston-based investment advisor focused on collaborative goal setting, financial and proactive retirement planning, and customized portfolio construction and ongoing management. The firm tailors asset allocation and investment selection to each client’s risk profile and objectives, serving individuals including business owners, entrepreneurs, and athletes. Portfolios are largely implemented with ETFs, with custody through Interactive Brokers.
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Owner & Executives
ORIE HELAIRE JR.
Financial Advisor, FOUNDER
- CRD
- #4307230
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,100,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $863,558,966 | 13.4% |
| U.S. Government/Agency | $2,603,565,838 | 40.4% |
| Cash | $2,977,345,091 | 46.2% |
| Total | $6,444,469,895 | 100.0% |