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EPIPHANY WEALTH MANAGEMENT
EPIPHANY WEALTH MANAGEMENT LLC
CRD 171463
4544 POST OAK PLACE DRIVE, SUITE 204, HOUSTON, TX, 77027, United States
Phone
832 831-0590
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.1M
Discretionary AUM
$30.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $10.1M |
| High net worth individuals | 10 | $20.0M |
All web addresses on file
Official SEC filing: View on IAPD