Valery Oswald is a registered investment advisor at Epic Wealth Management, LLC, based in Oklahoma City, OK, with 37 years of industry experience. Valery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 389 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Epic Wealth Management's annual fee for managing your investments varies from 0% to 3% of the value of your portfolio. The exact fee depends on the size of your portfolio, the complexity of the services, and the level of administration you request. Epic Wealth Management typically requires a minimum portfolio asset value of $500,000 per household, but may make exceptions. These fees are separate from brokerage expenses and transaction costs.
Location
7406 N Classen Blvd, Oklahoma City, OK, 73116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Valery is the owner of BE, LLC, which owns Reign Capital Partners, LLC, the owner of Epic Wealth Management, LLC. Valery is also an indirect owner of Epic Business Advisory, LLC, an entity providing business consulting services; Valery dedicates minimal time to these activities.
Employment History
Current Registrations
Epic Wealth Management, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Arvest Asset Management
Arvest Asset ManagementBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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