Overview
Assets Under Management: $248 million
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
EPIC PRIVATE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281027), EPIC PRIVATE WEALTH is subject to fiduciary duty under federal law.
EPIC PRIVATE WEALTH serves 60 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, EPIC PRIVATE WEALTH offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
EPIC PRIVATE WEALTH manages $248 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, EPIC PRIVATE WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 766
Discretionary Accounts: 766
Regulatory Filings
CRD Number: 281027
Filing ID: 2050492
Last Filing Date: 2026-02-05 13:41:46