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OWENBY JONES WEALTH MANAGEMENT, LLC

EIN 46-3674209-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.0M assets
Welfare
0
Participants
21
5755 NORTH POINT PARKWAY, SUITE 209 - ALPHARETTA, GA 30022678-224-8480owenbyjones.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$4.0M - 21 part

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Retirement#001

OWENBY JONES WEALTH MANAGEMENT, LLC 401(K) PLAN

401k

Assets$4.0M
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OWENBY JONES WEALTH MANAGEMENT, LLC 401(K) PLAN401k$4.0M212025
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