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D GATES WEALTH MANAGEMENT LLC

EIN 46-4025638-financial services-Latest filing 2025
Plans
1
Retirement
1
$270K assets
Welfare
0
Participants
8
1708 SE 47TH STREET - CAPE CORAL, FL 33904239-424-8305dgateswealthmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$270K - 8 part

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Retirement#001

D GATES WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$270K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001D GATES WEALTH MANAGEMENT 401(K) PLAN401k$270K82025
Retirement plans
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