Thomas Matthew Arra
Investment adviser representative at Epic Wealth Management, LLC
10 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
10 years in the industry.
- Epic Wealth Management, LLCJul 2018 to now
- Raymond James & AssociatesOct 2017 to Jul 2018
- UnemployedJun 2017 to Oct 2017
- Key Investment Services, LLCDec 2016 to Jun 2017
- KeybankOct 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2022
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
- 6141100
- Firm CRD
- 297643