Epiphany Wealth Management

Epiphany Wealth Management (CRD# 171463) is a financial advisory firm headquartered in Houston, TX. They manage $18,450,000 in 51 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4544 Post Oak Place Drive, Suite 204, Houston, TX 77027
http://www.epiphanywealth.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $361,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Epiphany Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Orie Helaire, financial advisor Houston TX
Orie Helaire
CRD#: 4307230
4544 Post Oak Place Drive, Suite 204, Houston, TX 77027

Orie Helaire (CRD# 4307230) is an Investment Advisor Representative working at Epiphany Wealth Management in Houston, TX and has over 10 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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