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EPIC WEALTH ADVISORS, INC.

CRD 118767

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

0

Fees

"SOLICITOR FEE" FOR REFERRAL TO 3RD PARTY INVESTMENT ADVISORS

Org form

Corporation

Filing date

2025-09-16

Disciplinary history

No

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  • SEC IAPD

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Services

Financial planningSelection of other advisers

Official SEC filing: View on IAPD