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WEALTH MANAGEMENT ASSOCIATES

EIN 26-2827331-investment management-Latest filing 2024
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
11
6600 KOLL CENTER PARKWAY, SUITE 110 - PLEASANTON, CA 94566925-462-6007wealth-mgt.netLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$2.0M - 11 part

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Retirement#001

WEALTH MANAGEMENT ASSOCIATES 401(K) PLAN

401k

Assets$2.0M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEALTH MANAGEMENT ASSOCIATES 401(K) PLAN401k$2.0M112024
Retirement plans
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