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

Active participants

1,041

Total plan assets

$161.7M

Filings (rows)

Direct comp

$63K

Indirect comp

Other variants under "WEALTH"

WEALTH MANAGEMENT SYSTEMS161 WEALTH ENHANCEMENT ADVISORY SERVICE68 WEALTHPLAN ADVISORS52 WEALTH ADVISORY GROUP39 WEALTH ENHANCEMENT ADVISORY SE33 WEALTH ENHANCEMENT GROUP31 WEALTH ENHANCEMENT ADVISORY25

SERVICES PROVIDED

Advisor / Consultant1

Prospecting the plans that use Wealth?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

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