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WENDT FINANCIAL TEAM, LLC DBA FAMILY WEALTH ADVISORS, LLC

EIN 45-4181100-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$606K assets
Welfare
0
Participants
6
545 VILLAGE WALK LANE, SUITE C - JOHNSON CREEK, WI 53038920-699-3937
Plans on this EIN
1 filing
#001401k-$606K - 6 part

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Retirement#001

WENDT FINANCIAL TEAM, LLC 401(K) PLAN

401k

Assets$606K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WENDT FINANCIAL TEAM, LLC 401(K) PLAN401k$606K62025
Retirement plans
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