EPIC Wealth Management

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

2 Bridge Ave Ste 632, Red Bank, New Jers...

Phone Number

(732) 945-5947

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About EPIC Wealth Management

EPIC Wealth Management offers personalized financial planning and wealth management services, focusing on a holistic approach tailored to individual client needs. They provide a full range of investment and financial consulting services, emphasizing long-term growth and efficient quantitative solutions. Their target clients include individuals seeking private wealth management and businesses looking for financial advisory services. Committed to empowering clients, EPIC Wealth Management assists in achieving financial goals through comprehensive planning and support.Explore more
EPIC Wealth Management's Social MediaPopular SearchesEpic Wealth Management LLCEPIC Wealth ManagementSalvatore Bevilacqua, Financial Services Professio...epicwm.comSIC Code 62,628NAICS Code 52,523Show more

EPIC Wealth Management Org Chart

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EPIC Wealth Management

<$5M
11-50
Private
-
2017
JS
John SpringFinancial Advisor
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
-
JW
John WiegensteinFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JR
Jason RadakovichPresident, Financial & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

EPIC Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

EPIC Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about EPIC Wealth Management.

EPIC Wealth Management Tech Stack

A closer look at the technologies used by EPIC Wealth Management

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Frequently Asked Questions Regarding EPIC Wealth Management

What is EPIC Wealth Management's official website?
EPIC Wealth Management's official website is www.epicwealthmanagement.com
What is EPIC Wealth Management's Revenue?
EPIC Wealth Management's revenue is <$5 Million
What is EPIC Wealth Management's SIC code?
EPIC Wealth Management's SIC: 62,628
What is EPIC Wealth Management's NAICS code?
EPIC Wealth Management's NAICS: 52,523
How many employees does EPIC Wealth Management have?
EPIC Wealth Management has 11-50 employees
What industry does EPIC Wealth Management belong to?
EPIC Wealth Management is in the industry of: Finance, Securities Trading
What is EPIC Wealth Management competition?
EPIC Wealth Management top competitors include: KMR Wealth Advisory, Sherwood Investment Services, Sterling Total Wealth Solutions, Cradlestone Wealth Services
What technology does EPIC Wealth Management use?
Some of the popular technologies that EPIC Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, AppRiver
How do I contact EPIC Wealth Management?
EPIC Wealth Management contact info: Phone number: (732) 945-5947 Website: www.epicwealthmanagement.com
What does EPIC Wealth Management do?

EPIC Wealth Management offers personalized financial planning and wealth management services, focusing on a holistic approach tailored to individual client needs. They provide a full range of investment and financial consulting services, emphasizing long-term growth and efficient quantitative solutions. Their target clients include individuals seek... ing private wealth management and businesses looking for financial advisory services. Committed to empowering clients, EPIC Wealth Management assists in achieving financial goals through comprehensive planning and support.Read More

What are EPIC Wealth Management social media links?
EPIC Wealth Management Linkedin page
Is EPIC Wealth Management a public company?
EPIC Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about EPIC Wealth Management

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