James River Wealth Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

324

Total plan assets

$21.6M

Filings (rows)

Direct comp

$73K

Indirect comp

Showing only "JAMES RIVER WEALTH ADVISORS"

View all 2 variants aggregated →

JAMES RIVER WEALTH ADVISORS2 JAMES RIVER ASSET MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
James River Air Conditioning Company James River Air Conditioning Company 401(k) Profit Sharing Plan · all filings	RICHMOND, VA	Advisor / Consultant	137	$11.4M	$26K	$0
Dentistry VCU Dentistry@VCU 401(k) Retirement Plan · all filings	RICHMOND, VA	Advisor / Consultant	187	$10.2M	$47K	$0