Wealth Management Partners

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

1,590

Total plan assets

$80.2M

Filings (rows)

Direct comp

$171K

Indirect comp

Showing only "WEALTH MANAGEMENT PARTNERS"

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

SERVICES PROVIDED

Other service providers4

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
PIMA Heart Physicians, P.C. PIMA Heart Physicians, P.C. Employee Savings Plan · all filings	TUCSON, AZ	Other service providers	473	$37.4M	$64K	$0
Alabama Council on Human Relations, Inc. Alabama Council on Human Relations, Inc. Defined Benefit Pension Plan · all filings	AUBURN, AL	Other service providers	70	$15.6M	$15K	$0
Community Hospital Assoc Inc. Wickenburg Community Hospital 403(b) Retirement Plan · all filings	WICKENBURG, AZ	Advisor / Consultant	269	$6.4M	$20K	$0
Altitude Financial Corporation Altitude Home Loans 401(k) Plan · all filings	TUCSON, AZ	Other service providers	130	$5.6M	$19K	$0
Community Hospital Assoc Inc. Wickenburg Community Hospital 403(b) Retirement Plan · all filings	WICKENBURG, AZ	Advisor / Consultant	263	$5.5M	$19K	$0
Community Hospital Assoc Inc. Wickenburg Community Hospital 403(b) Retirement Plan · all filings	WICKENBURG, AZ	Advisor / Consultant	255	$5.2M	$17K	$0
Altitude Financial Corporation Altitude Home Loans 401(k) Plan · all filings	TUCSON, AZ	Other service providers	130	$4.4M	$16K	$0