Wealth Management Advisers

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

152

Total plan assets

$6.1M

Filings (rows)

Direct comp

$27K

Indirect comp

Showing only "WEALTH MANAGEMENT ADVISERS"

View all 9 variants aggregated →

WEALTH MANAGEMENT SYSTEMS165 WEALTH MANAGEMENT23 WEALTH MANAGEMENT ADVISORS9 WEALTH MANAGEMENT PARTNERS7 WEALTH MANAGEMENT STRATEGIES2 WEALTH MANAGEMENT BY BERGANKDV2 WEALTH MANAGEMENT ADVISERS1

SERVICES PROVIDED

Investment manager1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
GEM City BONE & Joint, P.C. GEM City BONE & Joint, P.C. Pension Plan · all filings	LARAMIE, WY	Investment manager	152	$6.1M	$27K	$0