| Name | Title | Ownership | Since |
|---|---|---|---|
| Be, LLC Control | Owner | Over 75% | 2018 |
| Valery Lynn Oswald Control | Managing Partner/ Chief Compliance Officer | Under 5% | 2018 |
| Valery Lynn Oswald Control | Managing Member | Over 75% | 2018 |
Epic Wealth Management, LLC reports $112.3 million in regulatory assets under management on its Form ADV.
Epic Wealth Management, LLC reports 5 employees.
Epic Wealth Management, LLC is based in Oklahoma City, OK and has been SEC-registered since 2018.
Epic Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7406 N Classen Blvd, Oklahoma City, OK 73116 |
| Phone | 405-257-0301 |
| Fax | 405-416-5242 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $112M |
| Non-discretionary | $264K |
| Total (RAUM) | $112.3M |