Wealth Management Advisory

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

225

Total plan assets

$7.0M

Filings (rows)

Direct comp

$22K

Indirect comp

Showing only "WEALTH MANAGEMENT ADVISORY"

View all 9 variants aggregated →

WEALTH MANAGEMENT SYSTEMS164 WEALTH MANAGEMENT23 WEALTH MANAGEMENT ADVISORS9 WEALTH MANAGEMENT PARTNERS7 WEALTH MANAGEMENT BY BERGANKDV2 WEALTH MANAGEMENT STRATEGIES2 WEALTH MANAGEMENT ADVISERS1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Empire State Highway Contractors Association, Inc. Empire State Highway Contractors Association, Inc. Multiple Employer Plan · all filings	FRANKFORT, NY	Advisor / Consultant	225	$7.0M	$22K	$0