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  1. Companies/
  2. Juncture Wealth Strategies, LLC

Filings through Oct 24, 2026.

Juncture Wealth Strategies, LLC

EIN 27-3871144-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Health & Benefits
0
Participants
11
8777 E VIA DE VENTURA, STE 120 - SCOTTSDALE, AZ 85258480-253-4100juncturewealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$1.7M - 11 part

Plan summaries

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

Retirement#001

JUNCTURE WEALTH STRATEGIES 401(K) PLAN

401(k)

Assets$1.7M
Participants11
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
#001JUNCTURE WEALTH STRATEGIES 401(K) PLAN401(k)$1.7M112025
  • JUNCTURE WEALTH STRATEGIES 401(K) PLAN$1.7M
    #001 · 401(k) · 202511
Retirement plans
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