Thomas M. Arra

EPIC WEALTH MANAGEMENT

OKLAHOMA CITY, OK 73116

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CRD#: 6141100

Professional summary

Thomas Matthew Arra, who also goes by Thomas Arra, is a registered financial advisor currently at EPIC WEALTH MANAGEMENT, LLC located in Oklahoma City, Oklahoma.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Thomas has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas Arra

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Matthew Arra's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 12, 2022 - Present

EPIC WEALTH MANAGEMENT, LLC

Office #1: 7406 N Classen Blvd, Oklahoma City, OK 73116

RIA

CRD#: 297643

OKLAHOMA CITY, OK

Past

October 23, 2017 - July 17, 2018

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

OKLAHOMA CITY, OK

Past

December 14, 2016 - June 6, 2017

KEY INVESTMENT SERVICES LLC

CRD#: 136300

CHAGRIN FALLS, OH

Past

March 26, 2013 - June 3, 2016

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

STILLWATER, OK

Past

December 22, 2012 - February 11, 2013

ONEAMERICA SECURITIES, INC.

CRD#: 4173

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EPIC WEALTH MANAGEMENT, LLC

EPIC WEALTH MANAGEMENT | EPIC WEALTH MANAGEMENT, LLC

CRD#: 297643 / SEC#: 801-113589

RIA

Registered Investment Advisory firm - (7/12/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(4/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/6/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/15/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/21/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EPIC WEALTH MANAGEMENT, LLC

EPIC WEALTH MANAGEMENT | EPIC WEALTH MANAGEMENT, LLC

CRD#: 297643 / SEC#: 801-113589

RIA

Registered Investment Advisory firm - (7/12/2018 Approved)

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Contact information

Main Address

7406 N Classen Blvd, Oklahoma City, OK 73116

Mailing Address

Phone number

(405) 257-0301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE - JULY 2025 (7/8/2025)

ADV PART 2A - JULY 2025 (7/8/2025)

Regulatory assets under management

Total Number of Accounts	389
AUM (Assets Under Management)	$ 112,286,504

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Thomas M. Arra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Matthew Arra's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

KEY INVESTMENT SERVICES LLC

STATE FARM VP MANAGEMENT CORP.

ONEAMERICA SECURITIES, INC.

Primary Firm SEC Registration

EPIC WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2022

Series 63

Date: 4/15/2013

SIE

Date: 7/17/2018

Series 6

Date: 12/21/2012

Current Firm

EPIC WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EPIC WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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