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STRATEGIC WEALTH PARTNERS, LLC

EIN 20-3683522-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$120K assets
Welfare
0
Participants
5
215 FARM LANE - DOYLESTOWN, PA 18901215-348-1099
Plans on this EIN
1 filing
#001401k-$120K - 5 part

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Retirement#001

CARSON WEALTH DOYLESTOWN 401(K) PLAN

401k

Assets$120K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARSON WEALTH DOYLESTOWN 401(K) PLAN401k$120K52025
Retirement plans
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