Epic Wealth Management, LLC

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Client assets under management

$117,671,251

Clients

148

26% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$795,076

About

Epic Wealth Management serves individual clients — including high-net-worth households — as well as charitable organizations, corporations and business owners. The firm provides discretionary and non-discretionary portfolio management alongside financial planning services such as rollover recommendations, investment tax planning, estate planning and retirement income planning.

The firm develops an individualized Investment Plan through client discussions, long-term cash-flow projections and ongoing risk conversations, then implements an asset allocation with regular monitoring and rebalancing. Its stated strategy set includes both long- and short-term purchases and more active techniques such as option writing and margin trading, and the brochure notes tax considerations are reviewed though tax efficiency is not the primary management objective.

Alongside its retail practice, Epic’s regulatory disclosures show it also serves several institutional client types that are uncommon for firms of this size — including banks, insurance companies, state or municipal governments, sovereign wealth entities and other investment advisers — and the firm operates a wrap-fee program. The brochure also discloses the firm’s participation in a Raymond James service program for custody, execution and research support, which may provide technology and research benefits the firm uses across client accounts.

Client services

Portfolio management Selection of other advisers

Expertise

Income planning Active portfolio management Concentrated stock management Options & derivatives strategies

Fee options

Percentage

0% to 3% annually, negotiable based on asset size, complexity, and client circumstances

Commissions

Commission-based compensation earned by some associated persons who are licensed insurance agents for insurance products.

Other

Account minimum: $500,000 Fee-only: Annual portfolio management fees based on a percentage of assets under management, ranging from 0% to 3%, negotiable and billed quarterly in advance.

Main office location

Epic Wealth Management, LLC

7406 N Classen Blvd

Oklahoma City OK 73116, United States

Number of offices

Most active in

Alabama · Louisiana · Oklahoma · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 405-257-0301

Advisors at this firm

Thomas A

Series 63, Series 65

Oklahoma City, OK

Epic Wealth Management, LLC

Thomas Arra is a financial advisor at Epic Wealth Management, LLC in Oklahoma City, holding Series 63 and Series 65 credentials with eight years of industry experience. His prior work includes roles at Raymond James & Associates, Keybank, and Lucas Grounds Insurance Agency. Epic Wealth Management manages approximately $112 million in assets, providing portfolio management and comprehensive financial planning to individuals, charitable organizations, corporations, and business owners. The firm emphasizes a client-centered investment process involving long-term cash flow projections and risk assessments, utilizing a broad range of investment instruments.

Income planning Active portfolio management Concentrated stock management Options & derivatives strategies

Mark A

Series 63, Series 66

Oklahoma City, OK

Epic Wealth Management, LLC

Mark Arra is a financial advisor at Epic Wealth Management, LLC in Norman, Oklahoma, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Sandridge Energy and Ameritax Advisory Services. Epic Wealth Management manages approximately $112 million in client assets, offering portfolio management and comprehensive financial planning to individuals, charitable organizations, corporations, and business owners. The firm’s investment approach involves creating tailored Investment Plans based on long-term cash flow projections and risk discussions, utilizing a broad range of instruments and providing both discretionary and non-discretionary account management.

Income planning Active portfolio management Concentrated stock management Options & derivatives strategies

Valery O

Series 63, Series 65

Oklahoma City, OK

Epic Wealth Management, LLC

Valery Oswald is a financial advisor at Epic Wealth Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Epic Wealth Management since 2018 and also works with Raymond James & Associates. Outside of advisory work, Oswald owns Live Love Lake, LLC, a real estate business focused on maintaining a residential property. Epic Wealth Management manages approximately $112 million in client assets, providing portfolio management and comprehensive financial planning to individuals, charitable organizations, corporations, and business owners. The firm emphasizes developing tailored investment plans based on long-term cash flow projections and risk assessments, utilizing a wide range of investment instruments and offering both discretionary and non-discretionary account management.

Income planning Active portfolio management Concentrated stock management Options & derivatives strategies

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