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  2. Frazie Wealth Management

Filings through Oct 24, 2026.

Frazie Wealth Management

EIN 45-4644423-investment management-Latest filing 2025
Plans
1
Retirement
1
$564K assets
Health & Benefits
0
Participants
7
701 CHILLICOTHE STREET, SUITE B - PORTSMOUTH, OH 45662740-254-9585fraziewealthmgmt.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$564K - 7 part

Plan summaries

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

Retirement#001

FRAZIE WEALTH MANAGEMENT 401 (K) PLAN

401(k)

Assets$564K
Participants7
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
#001FRAZIE WEALTH MANAGEMENT 401 (K) PLAN401(k)$564K72025
  • FRAZIE WEALTH MANAGEMENT 401 (K) PLAN$564K
    #001 · 401(k) · 20257
Retirement plans
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