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  1. Companies/
  2. Alia Wealth Partners, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Alia Wealth Partners, LLC

EIN 47-1018747-financial services-Latest filing 2025
Plans
1
Retirement
1
$684K assets
Welfare
0
Participants
4
6815 POPLAR AVE, STE. 160 - GERMANTOWN, TN 38138901-748-4899aliawealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$684K - 4 part

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Retirement#001

ALIA WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$684K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALIA WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$684K42025
Retirement plans
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