RIA Intel›Advisers›Texas›EPIPHANY WEALTH MANAGEMENT LLC

EPIPHANY WEALTH MANAGEMENT LLC

Advisory

HOUSTON, TX

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in TX
#1,980
of 2,813 advisers by AUM
Average account
$568K
across 53 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
53
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients53
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

EXOS WEALTH STRATEGIES, LLC
$30M
CONSORTIUM INVESTMENTS, LTD.
WACO, TX
$30M
SARACEN ENERGY EQUITIES ADVISORS LLC
HOUSTON, TX
$30M
CATAMOUNT CAPITAL LLC
DALLAS, TX
$30M
+6.9% 1Y
ERASMUS GROUP, LP
DALLAS, TX
$30M
INAEYA WEALTH MANAGEMENT LLC
$30M

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