Network·Family Office

Epic Wealth Management, LLC

Unclaimed

📍 OKLAHOMA CITY, OK

Family Officefinancial servicesenergy
www.epicwmg.com

SEC CRD #801-113589

About

Epic Wealth Management - OKC, OK Skip to content Skip to Client Access 7406 N Classen Blvd OKC, OK 73116 T 405.257.0301 Map and Directions Map and Directions An elevated advisory experience The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way. Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can work together with the aim of turning your financial goals into future realities.

Key Contact

VL

VALERY LYNN OSWALD

MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER

📞 (405) 257-0301

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Geographic Focus

okunited statescanada

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AUM

$121M

Check Size

$257.0301M–$257.0301M

Location

OKLAHOMA CITY, OK

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