Filings through Oct 24, 2026.

Schwartz Mabry Private Wealth Advisory, LLC

EIN 27-0880773Finance and InsuranceLatest filing 2025

Plans

Retirement

$1.3M assets

Health & Benefits

Participants

5445 DTC PARKWAY, SUITE 1100 - GREENWOOD VILLAGE, CO 80111720-381-2669

Plans on this EIN

1 filing

#001401(k)-$1.3M - 14 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.

Retirement#001

SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN

401(k)

Assets$1.3M

Participants14

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans

1 plan on this EIN

Plan	Name	Type	Assets	Participants	Latest year
#001	SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN	401(k)	$1.3M	14	2025

SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN$1.3M
#001 · 401(k) · 202514