· 2022–2024 · DOL EFAST2
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Wealth
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
1
Active participants
1,041
Total plan assets
$161.7M
Filings (rows)
1
Direct comp
$63K
Indirect comp
$0
Other variants under "WEALTH"
WEALTH MANAGEMENT SYSTEMS
164
WEALTH ENHANCEMENT ADVISORY SERVICE
73
WEALTHPLAN ADVISORS
52
WEALTH ADVISORY GROUP
40
WEALTH ENHANCEMENT ADVISORY SE
33
WEALTH ENHANCEMENT GROUP
32
WEALTH ENHANCEMENT ADVISORY
26
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Global Healthcare Exchange, Inc.
Global Healthcare Exchange 401(k) and Defined Contribution Plan ·
all filings
LOUISVILLE, CO
Advisor / Consultant
1,041
$161.7M
$63K
$0
WEALTH MANAGEMENT
23
WEALTHPLAN PARTNERS
22
WEALTHSPIRE RETIREMENT ADVISORY
21
WEALTHSPIRE ADVISORS
19
WEALTHCARE ADVISORY PARTNERS
17
WEALTH ALLIANCE ADVISORY GROUP
15
WEALTH ADVISORY SERVICES
13
WEALTH PLAN INVESTMENT MANAGEMENT
10
WEALTH RESCUE STRATEGIES
9
WEALTH ENHANCEMENT ADV SERVICES
9
WEALTH MANAGEMENT ADVISORS
9
WEALTH PLAN INVESTMENT MGT
8
WEALTH MANAGEMENT PARTNERS
7
WEALTHMD
6
WEALTHHARBOR CAPITAL GROUP
6
WEALTH TEAMS ALLIANCE
5
WEALTHPOINT ADVISORS
4
WEALTH NAVIGATION
4
WEALTH PLAN ADVISORS
4
WEALTH ADVISORS GROUP
3
WEALTH ENHANCEMENT
3
WEALTHPLANS
3
WEALTHCARE CAPITAL MANAGEMENT
3
WEALTH ENHANCEMENT ADVISOR SERVICES
3
WEALTHSOURCE PARTNERS
3
WEALTH QUARTERBACK
3
WEALTHSOUTH
3
WEALTH DIMENSIONS
3
WEALTH COACH SERVICES
3
WEALTHSOURCE MANAGEMENT
3
WEALTH COLLABORATIVE
3
WEALTHSHIELD PARTNERS
3
WEALTH ALLANCE
3
WEALTHRX
3
WEALTHNET INVESTMENTS
3
WEALTH ADVISORS OF IOWA
3
WEALTH ENHACEMENT GROUP
3
WEALTH ENHANCEMNET ADVISORY SE
3
WEALTH PLAN PARTNER
3
WEALTH MANAGEMENT STRATEGIES
2
WEALTH ENHCNACEMENT GROUP
2
WEALTH AND PENSION ADMINISTRATION
2
WEALTH MNGMNT GROUP OF WELLS FARGO
2