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  2. Jacksonville Wealth Management, LLC

Filings through Oct 24, 2026.

Jacksonville Wealth Management, LLC

EIN 47-3765523-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Health & Benefits
0
Participants
14
8075 GATE PARKWAY W., SUITE 101 - JACKSONVILLE, FL 32216904-923-7526jaxwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.6M - 14 part

Plan summaries

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

Retirement#001

JAXWEALTH 401(K) PLAN

401(k)

Assets$1.6M
Participants14
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
#001JAXWEALTH 401(K) PLAN401(k)$1.6M142025
  • JAXWEALTH 401(K) PLAN$1.6M
    #001 · 401(k) · 202514
Retirement plans
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