RIA Intel›Advisers›New Jersey›EPIC WEALTH MANAGEMENT LLC

EPIC WEALTH MANAGEMENT LLC

Advisory

RED BANK, NJ

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$162K

across 84 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

80 clients

The full client-type breakdown and the share of AUM each category represents.

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