EPIC TRUST INVESTMENT ADVISORS LLC
Legal name: EPIC PRIVATE WEALTH
CRD #281027 SEC #801-120618 RICHLAND, WA 509-591-0014
SEC Registered
Total AUM
$248.4M
Discretionary
$248.4M
Employees
10
Clients
10
Accounts
766
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $248.4M | $248.4M | $0 | 10 | 0 |
| Feb 2025 | $241.6M | $233.7M | $7.9M | 6 | 0 |
| Jan 2025 | $241.6M | $233.7M | $7.9M | 6 | 0 |
| Jan 2025 | $241.6M | $233.7M | $7.9M | 6 | 0 |
| Jan 2025 | $241.6M | $233.7M | $7.9M | 6 | 0 |
| Nov 2024 | $241.6M | $233.7M | $7.9M | 6 | 0 |
| Oct 2024 | $241.6M | $233.7M | $7.9M | 6 | 0 |
| Mar 2024 | $277.4M | $233.7M | $43.8M | 6 | 0 |
| Jun 2023 | $248.9M | $216.6M | $32.3M | 6 | 0 |
| Mar 2023 | $248.9M | $216.6M | $32.3M | 6 | 0 |
| Dec 2022 | $216.8M | $216.8M | $0 | 6 | 0 |
| Oct 2022 | $198.8M | $198.8M | $0 | 6 | 0 |
| Apr 2022 | $198.8M | $198.8M | $0 | 6 | 0 |
| Mar 2022 | $198.8M | $198.8M | $0 | 6 | 0 |
| Feb 2022 | $128.5M | $128.5M | $0 | 6 | 0 |
| Mar 2021 | $128.5M | $128.5M | $0 | 6 | 0 |
| Feb 2021 | $128.5M | $128.5M | $0 | 6 | 0 |
| Dec 2019 | $70.4M | $70.1M | $236.9K | 7 | 0 |
| Nov 2019 | $70.4M | $70.1M | $236.9K | 7 | 0 |
| Nov 2019 | $59.8M | $59.4M | $354.2K | 7 | 0 |
| Oct 2019 | $59.8M | $59.4M | $354.2K | 7 | 0 |
| Sep 2019 | $59.8M | $59.4M | $354.2K | 7 | 0 |
| Sep 2019 | $59.8M | $59.4M | $354.2K | 7 | 0 |
| Mar 2019 | $59.8M | $59.4M | $354.2K | 7 | 0 |
| May 2018 | $38.5M | $37M | $1.5M | 6 | 0 |
| May 2018 | $38.5M | $37M | $1.5M | 6 | 0 |
| May 2018 | $38.5M | $37M | $1.5M | 6 | 0 |
| May 2018 | $38.5M | $37M | $1.5M | 6 | 0 |
| Apr 2018 | $38.5M | $37M | $1.5M | 6 | 0 |
DateMar 2025
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees10
Clients0
DateFeb 2025
Total AUM$241.6M
Discretionary$233.7M
Non-Disc.$7.9M
Employees6
Clients0
DateJan 2025
Total AUM$241.6M
Discretionary$233.7M
Non-Disc.$7.9M
Employees6
Clients0
DateJan 2025
Total AUM$241.6M
Discretionary$233.7M
Non-Disc.$7.9M
Employees6
Clients0
DateJan 2025
Total AUM$241.6M
Discretionary$233.7M
Non-Disc.$7.9M
Employees6
Clients0
DateNov 2024
Total AUM$241.6M
Discretionary$233.7M
Non-Disc.$7.9M
Employees6
Clients0
DateOct 2024
Total AUM$241.6M
Discretionary$233.7M
Non-Disc.$7.9M
Employees6
Clients0
DateMar 2024
Total AUM$277.4M
Discretionary$233.7M
Non-Disc.$43.8M
Employees6
Clients0
DateJun 2023
Total AUM$248.9M
Discretionary$216.6M
Non-Disc.$32.3M
Employees6
Clients0
DateMar 2023
Total AUM$248.9M
Discretionary$216.6M
Non-Disc.$32.3M
Employees6
Clients0
DateDec 2022
Total AUM$216.8M
Discretionary$216.8M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$198.8M
Discretionary$198.8M
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$198.8M
Discretionary$198.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$198.8M
Discretionary$198.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$70.4M
Discretionary$70.1M
Non-Disc.$236.9K
Employees7
Clients0
DateNov 2019
Total AUM$70.4M
Discretionary$70.1M
Non-Disc.$236.9K
Employees7
Clients0
DateNov 2019
Total AUM$59.8M
Discretionary$59.4M
Non-Disc.$354.2K
Employees7
Clients0
DateOct 2019
Total AUM$59.8M
Discretionary$59.4M
Non-Disc.$354.2K
Employees7
Clients0
DateSep 2019
Total AUM$59.8M
Discretionary$59.4M
Non-Disc.$354.2K
Employees7
Clients0
DateSep 2019
Total AUM$59.8M
Discretionary$59.4M
Non-Disc.$354.2K
Employees7
Clients0
DateMar 2019
Total AUM$59.8M
Discretionary$59.4M
Non-Disc.$354.2K
Employees7
Clients0
DateMay 2018
Total AUM$38.5M
Discretionary$37M
Non-Disc.$1.5M
Employees6
Clients0
DateMay 2018
Total AUM$38.5M
Discretionary$37M
Non-Disc.$1.5M
Employees6
Clients0
DateMay 2018
Total AUM$38.5M
Discretionary$37M
Non-Disc.$1.5M
Employees6
Clients0
DateMay 2018
Total AUM$38.5M
Discretionary$37M
Non-Disc.$1.5M
Employees6
Clients0
DateApr 2018
Total AUM$38.5M
Discretionary$37M
Non-Disc.$1.5M
Employees6
Clients0