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VERDI WEALTH MANAGEMENT, INC.

EIN 20-1057651-financial services-Latest filing 2024
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
5
412 E. PARKCENTER BLVD., SUITE 325 - BOISE, ID 83706208-331-7858verdiwealthmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.9M - 5 part

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Retirement#001

VERDI WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.9M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERDI WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN401k$2.9M52024
Retirement plans
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