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AJH WEALTH MANAGEMENT & FINANCIAL SERVICES, LLC

EIN 27-1314065-investment banking-Latest filing 2025
Plans
1
Retirement
1
$975K assets
Welfare
0
Participants
2
13890 BISHOP'S DRIVE, SUITE 220 - BROOKFIELD, WI 53005414-763-3867LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$975K - 2 part

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Retirement#001

AJH WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$975K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AJH WEALTH MANAGEMENT 401(K) PLAN401k$975K22025
Retirement plans
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