EPIC Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$117,671,251
Clients
148
Advisors
3
of 5 employees
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
Expertise
Fee options
0% to 3% annually, negotiable based on asset size, complexity, and client circumstances
Commission-based compensation earned by some associated persons who are licensed insurance agents for insurance products.
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
7406 N Classen Blvd
Oklahoma City OK 73116
Advisors at this office
3
Most active in
Alabama · Louisiana · Oklahoma · Texas
Also doing business as
Epic Wealth Management · Epic Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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, OK, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and KeyBank. EPIC Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations, corporations, and business owners. The firm offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning, employing both long- and short-term investment strategies with ongoing risk assessment and regular portfolio monitoring.
Mark A
Series 63, Series 66
Oklahoma City, OK
EPIC Wealth Management, LLC
Mark Arra is a financial advisor with EPIC Wealth Management, LLC in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining EPIC Wealth Management in 2021, he worked at Sandridge Energy for 10 years and Ameritax Advisory Services for 19 years. EPIC Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations, corporations, and business owners. The firm offers discretionary and non-discretionary portfolio management along with financial planning services, using an individualized investment plan and employing a variety of strategies including option writing and margin trading.
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.
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