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Valery Lynn Oswald

Managing Partner/ Chief Compliance OfficerEpic Wealth Management, LLCCRD 1997347

About Valery Lynn Oswald

Valery Lynn Oswald is listed as Managing Partner/ Chief Compliance Officer at Epic Wealth Management, LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of Under 5%. Valery Lynn Oswald is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Epic Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Valery Lynn Oswald work?

Valery Lynn Oswald is listed as Managing Partner/ Chief Compliance Officer at Epic Wealth Management, LLC on SEC Form ADV.

How much of Epic Wealth Management, LLC does Valery Lynn Oswald own?

Form ADV reports a beneficial ownership band of Under 5%.

Epic Wealth Management, LLC

TitleManaging Partner/ Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2018

Epic Wealth Management, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2018