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FINLEY WEALTH MANAGEMENT, LLC

EIN 20-4355798-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
1
Retirement
1
$278K assets
Welfare
0
Participants
3
10600 CHEVROLET WAY, SUITE 101 - ESTERO, FL 33928239-267-7500
Plans on this EIN
1 filing
#001401k-$278K - 3 part

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Retirement#001

FINLEY WEALTH MANAGEMENT, LLC 401(K) PLAN

401k

Assets$278K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FINLEY WEALTH MANAGEMENT, LLC 401(K) PLAN401k$278K32025
Retirement plans
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