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SHORELINE WEALTH MANAGEMENT LLC

EIN 46-0837694-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
3
1240 EAST 2100 SOUTH, SUITE 404 - SALT LAKE CITY, UT 84106801-456-9888LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.6M - 3 part

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Retirement#001

SHORELINE WEALTH MANAGEMENT LLC 401(K) PLAN

401k

Assets$1.6M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHORELINE WEALTH MANAGEMENT LLC 401(K) PLAN401k$1.6M32025
Retirement plans
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