Epic Wealth Management, LLC

Epic Wealth Management, LLC (CRD# 297643) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $105,697,743 in 375 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6301 Waterford Blvd, Suite 102a, Oklahoma City, OK 73118
http://www.epicwmg.com
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $281,861
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, OK, TX

Financial Advisors at Epic Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Mark Arra, financial advisor Norman OK
Mark T. Arra
CRD#: 4258404
Norman, OK

Mark Arra (CRD# 4258404) is an Investment Advisor Representative working at Epic Wealth Management, LLC in Norman, OK and has over 22 years of experience in the finance industry.

2
Kimberly Galbraith, financial advisor Oklahoma City OK
Kimberly J. Galbraith
CRD#: 4456883
6301 Waterford Blvd, Suite 102a, Oklahoma City, OK 73118

Kimberly Galbraith (CRD# 4456883) is an Investment Advisor Representative working at Epic Wealth Management, LLC in Oklahoma City, OK and has over 22 years of experience in the finance industry.

3
Valery Oswald, financial advisor Oklahoma City OK
Valery L. Oswald
CRD#: 1997347
6301 Waterford Blvd, Suite 102a, Oklahoma City, OK 73118

Valery Oswald (CRD# 1997347) is an Investment Advisor Representative working at Epic Wealth Management, LLC in Oklahoma City, OK and has over 34 years of experience in the finance industry.

4
Thomas Arra, financial advisor Oklahoma City OK
Thomas M. Arra
CRD#: 6141100
6301 Waterford Blvd, Suite 102a, Oklahoma City, OK 73118

Thomas Arra (CRD# 6141100) is an Investment Advisor Representative working at Epic Wealth Management, LLC in Oklahoma City, OK and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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