Epic Wealth Management Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 305682
· Red Bank, NJ
· www.epicwealthmanagement.com
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $13.6M
- Discretionary
- $13.6M
- Clients
- 80
- Avg AUM / client
- $170K
- Accounts
- 84
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 80 | $8.9M | 65.7% |
| High net worth individuals | Fewer than 5 clients | $4.5M | 33.4% |
| Charitable organizations | Fewer than 5 clients | $129K | 0.95% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Janice Lynn Gill | Registered representative | Oct 2020 (6y) | ||
| John Edward Spring | Registered representative | CFP | Oct 2020 (6y) | |
| Patrick Lawrence Weeks | Registered representative | Oct 2020 (6y) | ||
| Kelly Jean Cole | Registered representative | Aug 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $13.6M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗