Wealth Management 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

438

Total plan assets

$42.5M

Filings (rows)

Direct comp

$90K

Indirect comp

Showing only "WEALTH MANAGEMENT ADVISORS"

View all 9 variants aggregated →

WEALTH MANAGEMENT SYSTEMS161 WEALTH MANAGEMENT23 WEALTH MANAGEMENT ADVISORS9 WEALTH MANAGEMENT PARTNERS7 WEALTH MANAGEMENT STRATEGIES2 WEALTH MANAGEMENT BY BERGANKDV2 WEALTH MANAGEMENT ADVISORY1 WEALTH MANAGEMENT ASSOCCIATESM1 WEALTH MANAGEMENT ADVISERS1

SERVICES PROVIDED

Advisor / Consultant5

Investment manager4

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Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
GEM City BONE & Joint, P.C. GEM City BONE & Joint, P.C. 401(k) Plan · all filings	LARAMINE, WY	Advisor / Consultant	134	$16.3M	$20K	$0
Cyntergy AEC LLC Cyntergy AEC, LLC Profit Sharing 401(k) Plan · all filings	TULSA, OK	Advisor / Consultant	173	$15.4M	$35K	$0
GEM City BONE & Joint, P.C. GEM City BONE & Joint, P.C. Pension Plan · all filings	LARAMIE, WY	Investment manager	131	$10.7M	$36K	$0