Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Epic Private Wealth Logo
Epic Private Wealth CB Rank
1515174
Heat Score
41
Epic Private Wealth is a financial services firm that provides wealth management, tax planning, and CFO services.
Founded
obfuscation
Private Richland, Washington, United States11-50 epicprivatewealth.com
Financial Services
Tax Preparation
Wealth Management
Overview

Epic Private Wealth
Heat Score
41

Growth Score
pts
in past quarter
Heat Score 41
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Epic Private Wealth

CB Rank
1515174
Epic Private Wealth is a financial services firm that provides wealth management, tax planning, and CFO services.
Founded
obfuscation
Private Richland, Washington, United States11-50 epicprivatewealth.com
Financial Services
Tax Preparation
Wealth Management

Details

Legal Name Epic Trust Investment Advisors, LLC
Operating Status Active
Company Type For Profit
Phone Number +1 509 591 0014
Contact Email info@epicprivatewealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
Service providing personalized investment strategies and portfolio management to grow and protect client assets.
Advanced Tax Planning
Strategic service to minimize tax liabilities and optimize tax efficiency for individuals and businesses with complex financial situations.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 1
News
Technology
View Tech Report

IT Spend

$330.7KThis year, Epic Private Wealth is projected to spend $330.7K on IT, according to Aberdeen.

Active Website Tech Count

36Epic Private Wealth is actively using 36 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Epic Private Wealth's headquarters? Epic Private Wealth is located in Richland, Washington, United States.Who are Epic Private Wealth's competitors? Alternatives and possible competitors to Epic Private Wealth may include HighTower Advisors, Mariner Wealth Advisors, and  Cerity Partners.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(5eb04bf 1)
|