Wealth Management Assocciatesm

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

328

Total plan assets

$53.3M

Filings (rows)

Direct comp

$6K

Indirect comp

Showing only "WEALTH MANAGEMENT ASSOCCIATESM"

View all 9 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Robert E. Mason & Associates, Inc. Robert E. Mason & Associates, Inc. Profit Sharing Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	328	$53.3M	$6K	$0