Mark Timothy Arra
Investment adviser representative at Epic Wealth Management, LLC
24 yearsExperience
1 stateRegistered in
$120.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Epic Wealth Management, LLCJan 2021 to now
- Epic Wealth Managament, LLCJan 2021 to now
- Sandridge EnergyFeb 2007 to Feb 2017
- Ameritax Advisory ServicesJul 2002 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OK).
Epic Wealth Management, LLC
$120.8MAssets managed
153Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4258404
- Firm CRD
- 297643