EPIC PRIVATE WEALTH

1305 Fowler Street
Suite 2c
Richland, Washington 99352
Tel: 509-591-0014

About EPIC PRIVATE WEALTH

EPIC PRIVATE WEALTH, formally registered with the SEC as EPIC PRIVATE WEALTH. The firm was established in 03/26/2021. They have over 2 offices throughout the country.

EPIC PRIVATE WEALTH is a Richland, Washington based Financial Planning firm with nearly $241,587,954 assets under management, offering retirement planning & investment advisory services to 1656 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281027
SEC#	801-120618
Assets Managed by Firm	$241,587,954
No. of Clients	1656
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PLATFORM FEE AND MONTHLY TECHNOLOGY FEEH)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1656	$241,587,954
Individuals (other than high net worth individuals)	728	$148,530,824
High net worth individuals	36	$93,057,130

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