Nikhil Agharkar

EPIC WEALTH MANAGEMENT

Ramsey, NJ 07446

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CRD#: 7881587

Professional summary

Nikhil Agharkar is a registered financial advisor currently at EPIC WEALTH MANAGEMENT LLC located in Ramsey, New Jersey.

Nikhil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nikhil has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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.

1. 9/2023 Crowne Point Tax & Wealth Counsel; Owner/Managing Member/Attorney ; Non - Investment related; 235 Van Houten Ave, Wyckoff, NJ 07481; Law Practice; 10 Hours/Month; Hours varies by need and scheduling during trading hours; Estate Planning documents, business documents, strategic tax advice based on the IRC and various rulings 2. 11/20223 Independent Licensed insurance Agent; Investment Related; New Jersey; Life and Health

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nikhil Agharkar's 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

August 12, 2026 - Present

EPIC WEALTH MANAGEMENT LLC

Office #1: 600 Lake Ave Suite D, Ramsey, NJ 07446

RIA

CRD#: 305682

Ramsey, NJ

Past

March 6, 2024 - June 1, 2026

SHOREHAVEN WEALTH PARTNERS, LLC

RIA

CRD#: 308026

RED BANK, NJ

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

New Jersey
(8/12/2026)

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: 11/30/2023

Uniform Investment Adviser Law Examination

Current Firm

EPIC WEALTH MANAGEMENT LLC

CRD#: 305682 / SEC#:

New Jersey

Registered Investment Advisory firm - (10/20/2020 Approved)

New York

Registered Investment Advisory firm - (7/11/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/14/2022 Approved)

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Contact information

Main Address

2 Bridge Avenue, Suite 633b, Red Bank, NJ 07701

Mailing Address

Phone number

+1 (732) 784-6548

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 13,679,292

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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Nikhil Agharkar

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nikhil Agharkar's CRS (Customer Relationship Summary).

Certified licenses

Experience

EPIC WEALTH MANAGEMENT LLC

SHOREHAVEN WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2023

Current Firm

EPIC WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EPIC WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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