# Epiphany Wealth Management

> Epiphany Wealth Management is a state-registered investment advisory firm in Houston, TX, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 171463
- Filed as: EPIPHANY WEALTH MANAGEMENT
- Legal name: Epiphany Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171463
- AdvisorCensus page: https://advisorcensus.com/firm/epiphany-wealth-management-houston-tx-171463

## Quick answers

**How is Epiphany Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Epiphany Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Epiphany Wealth Management located?**
Epiphany Wealth Management's principal office is in Houston, TX, according to its Form ADV.

**Is Epiphany Wealth Management registered with the SEC or a state?**
Epiphany Wealth Management is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 171463.

**How much does Epiphany Wealth Management manage?**
Epiphany Wealth Management reports $30,100,000 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Epiphany Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (10).

**Does Epiphany Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171463

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $30,100,000
- Discretionary: $30,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $10,100,000 |
| High net worth individuals | 10 | $20,000,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [epiphanywealth.com](https://epiphanywealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Epiphany Wealth Management (CRD 171463): Form ADV filing data as of October 2026.