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APD WEALTH MANAGEMENT, LLC

EIN 01-0551753-investment banking-Latest filing 2025
Plans
1
Retirement
1
$4.6M assets
Welfare
0
Participants
4
11140 HIGHWAY 55 STE D - PLYMOUTH, MN 554416017952-541-0020apdwealth.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#002401k-$4.6M - 4 part

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Retirement#002

APD WEALTH MANAGEMENT EMPLOYEE SAVINGS PLAN

401k

Assets$4.6M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002APD WEALTH MANAGEMENT EMPLOYEE SAVINGS PLAN401k$4.6M42025
Retirement plans
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