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Filings through Oct 24, 2026.

Advanced Wealth Strategies

EIN 27-1893459-financial services-Latest filing 2025
Plans
1
Retirement
1
$315K assets
Health & Benefits
0
Participants
8
3005 BOARDWALK, SUITE 101 - ANN ARBOR, MI 48108734-888-4305advanced-wealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$315K - 8 part

Plan summaries

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

Retirement#001

ADVANCED WEALTH STRATEGIES 401K PROFIT SHARING PLAN

401(k)

Assets$315K
Participants8
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
#001ADVANCED WEALTH STRATEGIES 401K PROFIT SHARING PLAN401(k)$315K82025
  • ADVANCED WEALTH STRATEGIES 401K PROFIT SHARING PLAN$315K
    #001 · 401(k) · 20258
Retirement plans
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