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SANCHEZ WEALTH MANAGEMENT GROUP, LLC

EIN 27-2087535-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.2M assets
Welfare
0
Participants
6
5150 BELFORT ROAD, SUITE 702 - JACKSONVILLE, FL 32256904-281-9261sanchezwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.2M - 6 part

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Retirement#001

SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

401k

Assets$2.2M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN401k$2.2M62025
Retirement plans
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