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  1. Companies/
  2. Brezden Wealth Advisors, LLC

Filings through Oct 24, 2026.

Brezden Wealth Advisors, LLC

EIN 46-4702571-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Health & Benefits
0
Participants
3
4675 MACARTHUR COURT, SUITE 1050 - NEWPORT BEACH, CA 92660949-474-6829brezdenwealthadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001Cash balance-$1.3M - 3 part

Plan summaries

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

Retirement#001

BREZDEN WEALTH ADVISORS CASH BALANCE PENSION PLAN

Cash balance

Assets$1.3M
Participants3
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
#001BREZDEN WEALTH ADVISORS CASH BALANCE PENSION PLANCash balance$1.3M32025
  • BREZDEN WEALTH ADVISORS CASH BALANCE PENSION PLAN$1.3M
    #001 · Cash balance · 20253
Retirement plans
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