Epic Wealth Management LLC
Epic Wealth Management LLC (CRD# 305682) is a financial advisory firm headquartered in Red Bank, NJ. They manage $12,288,962 in 71 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management12MILLION
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Total Number of Accounts71ACCOUNTS
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Average Account Value$173,084
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NJ, NY, PA
Kelly Cole (CRD# 6080152) is an Investment Advisor Representative working at Epic Wealth Management LLC in Red Bank, NJ and has over 7 years of experience in the finance industry.
Janice Gill (CRD# 6179668) is an Investment Advisor Representative working at Epic Wealth Management LLC in Red Bank, NJ and has over 6 years of experience in the finance industry.
John Spring (CRD# 2895680) is an Investment Advisor Representative working at Epic Wealth Management LLC in Red Bank, NJ and has over 26 years of experience in the finance industry.
Patrick Weeks (CRD# 2374622) is an Investment Advisor Representative working at Epic Wealth Management LLC in Red Bank, NJ and has over 5 years of experience in the finance industry.