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PERSONAL WEALTH ADVISORY, LLC

EIN 13-4226075-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.1M assets
Welfare
0
Participants
9
630 DELP ROAD, SUITE 100 - LANCASTER, PA 17601717-735-1170pwallc.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$4.1M - 9 part

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Retirement#001

PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN

401k

Assets$4.1M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN401k$4.1M92025
Retirement plans
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