Sponsor portfolio
AVISEN WEALTH MANAGEMENT, INC.
EIN 06-1676986Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$6.6M assets
Welfare
0
Participants
11
3620 AMERICAN RIVER DRIVE, SUITE 14 - SACRAMENTO, CA 95864916-480-2747
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVISEN SECURITIES, INC. 401(K) PLAN | 401k | $6.6M | 11 | 2025 |
Retirement plans