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  1. Companies/
  2. O'Malley Wealth Management, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

O'Malley Wealth Management, LLC

EIN 46-3148110-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$246K assets
Welfare
0
Participants
2
3737 WOODLAND AVE, SUITE 500 - WEST DES MOINES, IA 50266515-421-4565
Plans on this EIN
1 filing
#001401(k)-$246K - 2 part

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Retirement#001

O'MALLEY WEALTH MANAGEMENT, LLC SOLO 401(K) PLAN

401(k)

Assets$246K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001O'MALLEY WEALTH MANAGEMENT, LLC SOLO 401(K) PLAN401(k)$246K22025
Retirement plans
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