Epic Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,596,912
Total clients
80
0% high-net worth
Total advisors
4
of 3 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
20
Average account size
$169,961
About
EPIC Wealth Management provides financial planning and discretionary investment management to individuals (including high-net-worth clients), retirement plans, trusts, estates, and other entities. The firm operates as a small team and delivers both comprehensive financial planning and ongoing portfolio management services, sometimes on a stand‑alone basis.
EPIC implements a strategic investment approach with a tactical overlay, primarily using model portfolios composed of mutual funds, ETFs and, when appropriate, individual securities, with periodic rebalancing. The firm typically allocates client assets to third‑party Sub‑Advisors for day‑to‑day management and monitors accounts on at least a quarterly basis while retaining ongoing authority to hire or terminate Sub‑Advisors.
Distinctive features include an affiliated insurance agency and insurance‑licensed representatives who may recommend insurance products and, in some cases, custom collateralized loans to finance insurance purchases—practices that create potential conflicts of interest and additional client considerations. EPIC also relies heavily on a single Sub‑Advisor for primary management and back‑office services and holds a small minority equity interest in that Sub‑Advisor, and its custodial arrangement provides access to an institutional platform that the firm must maintain at a specified asset level to retain.
Client services
Expertise
Fee options
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.
Main office location
Epic Wealth Management LLC
2 Bridge Avenue, Suite 633 B
Red Bank NJ 07701, United States
Number of offices
1
Most active in
New Jersey · New York · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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