Merrill
47yrs
Top advisor by experience in Red Bank
8yrs
Patrick Weeks
Full name on record: Patrick Lawrence Weeks
Financial advisor at Epic Wealth Management
Based in Red Bank, New Jersey, Patrick Weeks is a fiduciary financial advisor with 8 years of industry experience. Patrick has been with Epic Wealth Management since 2020. Epic Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 722 advisors with offices in Red Bank, and one of 670 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office2 Bridge Avenue Suite 633b, Red Bank, NJ 07701
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$168,347
Advisors at the firm5
States licensed ?1 state
Services through Epic Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowEpic Wealth Management LLCCurrent firm
Contact Patrick
Local office(732) 889-3344Ask for Patrick. (732) 784-6548Main office 2 Bridge Avenue Suite 633bRed Bank, NJ 07701Office · Get directions Firm websitewww.epicwealthmanagement.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (732) 889-3344 or the Epic Wealth Management main office at (732) 784-6548, and ask for Patrick Weeks.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Epic Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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