· 2022–2024 · DOL EFAST2
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WEALTH MANAGEMENT ADVISERS — Form 5500 Service Provider Profile | Form 5500 Search
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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
1
Active participants
152
Total plan assets
$6.1M
Filings (rows)
1
Direct comp
$27K
Indirect comp
$0
Showing only "WEALTH MANAGEMENT ADVISERS"
View all 9 variants aggregated →
WEALTH MANAGEMENT SYSTEMS
161
WEALTH MANAGEMENT
23
WEALTH MANAGEMENT ADVISORS
9
WEALTH MANAGEMENT PARTNERS
7
WEALTH MANAGEMENT STRATEGIES
2
WEALTH MANAGEMENT BY BERGANKDV
2
WEALTH MANAGEMENT ADVISORY
1
SERVICES PROVIDED
Investment manager
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
GEM CITY BONE & JOINT, P.C.
GEM CITY BONE & JOINT, P.C. PENSION PLAN
LARAMIE, WY
Investment manager
152
$6.1M
$27K
$0
WEALTH MANAGEMENT ADVISERS
1
WEALTH MANAGEMENT ASSOCCIATESM
1