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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER | NA | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| SELBY, LORI, ANN | I | VICE PRESIDENT | NA | |
| EPIC PROFESSIONAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| EPIC PROFESSIONAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| EPIC PROFESSIONAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| EPIC PROFESSIONAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| EPIC PROFESSIONAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| EPIC PROFESSIONAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| EPIC PROFESSIONAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| EPIC PROFESSIONAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| EPIC PROFESSIONAL MANAGEMENT, LLC | DE | OWNER | E | Control |
| EPIC TRUST FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| EPIC TRUST FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| EPIC TRUST FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| EPIC TRUST FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| EPIC TRUST FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| EPIC TRUST FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| EPIC TRUST FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| EPIC TRUST FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| EPIC TRUST FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| EPIC TRUST FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | E | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | E | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | E | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | E | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | E | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | E | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | E | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | E | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | E | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | E | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | E | Control |
| LEWIS, JEFFERY, PAUL | I | MANAGING MEMBER/CCO | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Burt, Nathan | I | BURT TAX AND ACCOUNTING, INC | E | Control |
| Burt, Nathan | I | BURT TAX AND ACCOUNTING, INC | E | Control |
| Burt, Nathan | I | BURT TAX AND ACCOUNTING, INC | E | Control |
| Burt, Nathan | I | BURT TAX AND ACCOUNTING, INC | E | Control |
| Burt, Nathan | I | BURT TAX AND ACCOUNTING, INC | E | Control |
| Burt, Nathan | I | BURT TAX AND ACCOUNTING, INC | E | Control |
| Burt, Nathan | I | BURT TAX AND ACCOUNTING, INC | E | Control |
| Burt, Nathan | I | BURT TAX AND ACCOUNTING, INC | E | Control |
| Burt, Nathan | I | BURT TAX AND ACCOUNTING, INC | E | Control |
| EPIC PROFESSIONAL MANAGMENT, LLC | DE | EPIC PROFESSIONAL MANAGEMENT, LLC | E | Control |
| EPIC PROFESSIONAL MANAGMENT, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | E | Control |
| EPIC PROFESSIONAL MANAGMENT, LLC | DE | LEWIS, JEFFERY, PAUL | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGEMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGEMENT, LLC | E | Control |
| LEWIS, JEFFERY, PAUL | I | EPIC PROFESSIONAL MANAGMENT, LLC | E | Control |
| Reil, Tyson | I | REAL MANAGEMENT SOLUTIONS, LLC | E | Control |
| Reil, Tyson | I | REAL MANAGEMENT SOLUTIONS, LLC | E | Control |
| Reil, Tyson | I | REAL MANAGEMENT SOLUTIONS, LLC | E | Control |
| Reil, Tyson | I | REAL MANAGEMENT SOLUTIONS, LLC | E | Control |
| Reil, Tyson | I | REAL MANAGEMENT SOLUTIONS, LLC | E | Control |
| Reil, Tyson | I | REAL MANAGEMENT SOLUTIONS, LLC | E | Control |
| Reil, Tyson | I | REAL MANAGEMENT SOLUTIONS, LLC | E | Control |
| Reil, Tyson | I | REAL MANAGEMENT SOLUTIONS, LLC | E | Control |
| Reil, Tyson | I | REAL MANAGEMENT SOLUTIONS, LLC | E | Control |
| BURT TAX AND ACCOUNTING, INC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| BURT TAX AND ACCOUNTING, INC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| BURT TAX AND ACCOUNTING, INC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| BURT TAX AND ACCOUNTING, INC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| BURT TAX AND ACCOUNTING, INC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| BURT TAX AND ACCOUNTING, INC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| BURT TAX AND ACCOUNTING, INC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| BURT TAX AND ACCOUNTING, INC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| BURT TAX AND ACCOUNTING, INC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| BURT TAX AND ACCOUNTING, INC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| EPIC PROFESSIONAL MANAGMENT, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| EPIC PROFESSIONAL MANAGMENT, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| EPIC PROFESSIONAL MANAGMENT, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| EPIC PROFESSIONAL MANAGMENT, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| EPIC PROFESSIONAL MANAGMENT, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| EPIC PROFESSIONAL MANAGMENT, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| EPIC PROFESSIONAL MANAGMENT, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| EPIC PROFESSIONAL MANAGMENT, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| EPIC PROFESSIONAL MANAGMENT, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| REAL MANAGEMENT SOLUTIONS, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| REAL MANAGEMENT SOLUTIONS, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| REAL MANAGEMENT SOLUTIONS, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| REAL MANAGEMENT SOLUTIONS, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| REAL MANAGEMENT SOLUTIONS, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| REAL MANAGEMENT SOLUTIONS, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| REAL MANAGEMENT SOLUTIONS, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| REAL MANAGEMENT SOLUTIONS, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| REAL MANAGEMENT SOLUTIONS, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
| REAL MANAGEMENT SOLUTIONS, LLC | DE | EPIC TRUST FINANCIAL GROUP, LLC | C | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (16)
AR AZ CA FL ID IL LA MI NV OH OK OR TX UT VA WA
Address
1305 FOWLER STREETSUITE 2C
RICHLAND, WA 99352
United States
Phone: 509-591-0014