Aspect Wealth Management

Zachary M. Clark signed Aspect Wealth Management's 2025 Form 5500 as plan administrator.

• Zachary M. Clark — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Aspect Wealth Management's EIN is 74-2822124.

Download the official 2025 Form 5500 (PDF) for Aspect Wealth Management from the U.S. Department of Labor's EFAST2 system.

Aspect Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).