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PROSPERITY PARTNERS WEALTH MANAGEMENT, LLC

EIN 62-1346016-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
8
306 PROSPERITY DR., SUITE 101 - KNOXVILLE, TN 37923865-690-0049ppwmtn.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.7M - 8 part

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Retirement#001

PROSPERITY PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN

401k

Assets$1.7M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROSPERITY PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN401k$1.7M82025
Retirement plans
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