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Epic Wealth Management LLC CRD 305682
$13.6M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2 Bridge Avenue, Suite 633B, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-15 |
| NY | RA | APPROVED | 2022-07-11 |
| NJ | RA | APPROVED | 2020-10-20 |
Branch Locations
2 Bridge Avenue, Suite 633B, Red Bank, NJ 07701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fountainhead Capital Management, Llc | Red Bank | NJ | 04/2018 | 12/2021 |
| Epic Insurance Services, Llc | Red Bank | NJ | 04/2003 | 12/2021 |
| Epic Wealth Management, Llc | Red Bank | NJ | 08/2020 | Present |
Ms. Gill is a licensed insurance agent with EPIC Insurance Services since 2003, working from the same address as her advisory business; she spends approximately 50% of her time on this business both during and outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-15 |
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