Advisor at Epic Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Epic Wealth Management LLC
Location
Red Bank, NJ 07701
Credentials
Series 66
Industry experience
12 years
Patrick Weeks is a financial advisor at Epic Wealth Management LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Chelsea Financial Services and Gilder Gagnon Howe & Co. Weeks has also operated W&W Consulting LLC since 2021. Epic Wealth Management provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with a tactical overlay, primarily using model portfolios managed by third-party sub-advisors, and integrates insurance services through affiliated entities.
Based on Epic Wealth Management LLC
Based on Epic Wealth Management LLC
Negotiated fixed annual fee for retirement plan consulting services, billed quarterly in advance.
$0 - $250,000: Up to 1.45% $250,001 - $500,000: Up to 1.40% $500,001 - $1,000,000: Up to 1.35% $1,000,001 - $2,500,000: Up to 1.30% $2,500,001+: Up to 1.25%
Insurance commissions are earned by advisory representatives who are licensed insurance agents; commissions vary by product and are paid by insurance companies.
Negotiated hourly rate for retirement plan consulting services billed upon completion of services.
2 Bridge Avenue, Suite 633 B
Red Bank, NJ 07701
New Jersey · New York · Pennsylvania
Chelsea Financial Services
2022 - 2022 (1 year)
W&W Consulting Llc
2021 - Present (5 years)
Epic Wealth Management
2020 - Present (6 years)
SELF-EMPLOYED
2019 - 2020 (1 year)
Chelsea Financial Services
2018 - 2020 (2 years)
Not Employed
2017 - 2018 (1 year)
Gilder Gagnon Howe & Co
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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