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  1. Companies/
  2. Presidio Group Wealth Management LLC

Filings through Oct 24, 2026.

Presidio Group Wealth Management LLC

EIN 20-3738196-Other Services (except Public Administration)-Latest filing 2025
Plans
1
Retirement
1
$4.4M assets
Health & Benefits
0
Participants
26
1850 MT DIABLO BLVD STE 225 - WALNUT CREEK, CA 945964432925-274-9968
Plans on this EIN
1 filing
#001401(k)-$4.4M - 26 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PRESIDIO GROUP WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$4.4M
Participants26
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PRESIDIO GROUP WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$4.4M262025
  • PRESIDIO GROUP WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST$4.4M
    #001 · 401(k) · 202526
Retirement plans
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